SVA Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 280 filers reported holding VANGUARD BD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2018$209,000
+0.5%
2,463
-0.8%
0.03%
+8.3%
Q4 2017$208,000
-0.5%
2,483
+0.8%
0.02%
-7.7%
Q3 2017$209,000
-32.4%
2,463
-32.5%
0.03%
-35.0%
Q2 2017$309,000
-15.1%
3,651
-16.2%
0.04%
-18.4%
Q1 2017$364,000
-10.8%
4,358
-11.4%
0.05%
-19.7%
Q4 2016$408,000
+5.4%
4,916
+11.2%
0.06%
+1.7%
Q3 2016$387,000
+32.5%
4,419
+33.5%
0.06%
+27.7%
Q2 2016$292,000
+30.4%
3,310
+22.5%
0.05%
+20.5%
Q4 2015$224,000
-2.2%
2,7010.0%0.04%
-9.3%
Q3 2015$229,000
+5.0%
2,701
+3.8%
0.04%
+7.5%
Q2 2015$218,000
-2.7%
2,6010.0%0.04%
-2.4%
Q1 2015$224,000
-5.9%
2,601
-8.9%
0.04%
-63.4%
Q1 2014$238,000
+2.1%
2,8560.0%0.11%
-19.4%
Q4 2013$233,0002,8560.14%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2016
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders