SRS Capital Advisors, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$3,269,983
-2.8%
45,222
+1.1%
0.41%
-5.3%
Q2 2023$3,364,560
+3.4%
44,724
+5.5%
0.43%
-0.2%
Q1 2023$3,252,599
+6.6%
42,385
+3.2%
0.43%
+2.1%
Q4 2022$3,051,404
+2.4%
41,058
+1.3%
0.42%
-10.2%
Q3 2022$2,979,000
-3.3%
40,548
+2.2%
0.47%
+0.9%
Q2 2022$3,080,000
-1.9%
39,667
+3.5%
0.47%
+11.5%
Q1 2022$3,140,000
-1.8%
38,342
+5.1%
0.42%
+3.2%
Q4 2021$3,197,000
+4.1%
36,493
+6.2%
0.40%
-3.6%
Q3 2021$3,072,000
+3.4%
34,350
+4.0%
0.42%
+3.7%
Q2 2021$2,972,000
+23.6%
33,040
+27.6%
0.40%
+13.8%
Q4 2020$2,404,000
+5.9%
25,892
+6.6%
0.36%
-7.0%
Q3 2020$2,271,000
+8.8%
24,295
+8.5%
0.38%
+3.0%
Q2 2020$2,087,000
+63.0%
22,394
+56.3%
0.37%
+26.1%
Q1 2020$1,280,000
+4.1%
14,330
+1.7%
0.30%
-16.4%
Q4 2019$1,229,000
+12.1%
14,095
+13.1%
0.35%
+6.6%
Q3 2019$1,096,000
+11.8%
12,460
+9.9%
0.33%
+1.5%
Q2 2019$980,000
+76.9%
11,335
+66.4%
0.33%
+48.2%
Q4 2018$554,000
+39.9%
6,811
+38.4%
0.22%
+37.5%
Q3 2018$396,0004,9220.16%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders