Dynamic Advisor Solutions LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 317 filers reported holding VANGUARD BD INDEX FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$930,702
-2.8%
12,871
+1.1%
0.04%
-12.0%
Q2 2023$957,706
-7.9%
12,730
-6.1%
0.05%
-18.0%
Q1 2023$1,040,348
-3.1%
13,557
-6.2%
0.06%
-16.4%
Q4 2022$1,073,775
+1.6%
14,448
+0.4%
0.07%
-9.9%
Q3 2022$1,057,000
-7.2%
14,390
-1.9%
0.08%
-6.9%
Q2 2022$1,139,000
-8.8%
14,664
-3.9%
0.09%0.0%
Q1 2022$1,249,000
-39.4%
15,253
-35.1%
0.09%
-40.8%
Q4 2021$2,061,000
-22.2%
23,518
-20.6%
0.15%
-26.1%
Q3 2021$2,650,000
+30.2%
29,628
+31.0%
0.20%
+23.6%
Q2 2021$2,035,000
+6.8%
22,618
+5.3%
0.16%
-9.0%
Q1 2021$1,906,000
-8.6%
21,485
-4.3%
0.18%
-9.2%
Q4 2020$2,085,000
+44.8%
22,460
+45.8%
0.20%
+19.6%
Q3 2020$1,440,000
+225.8%
15,400
+224.7%
0.16%
+171.7%
Q2 2020$442,000
+21.4%
4,743
+16.4%
0.06%
-9.1%
Q1 2020$364,000
-90.3%
4,074
-90.5%
0.07%
-87.1%
Q4 2019$3,758,000
-8.9%
43,091
-8.1%
0.51%
-20.0%
Q3 2019$4,125,000
+11.1%
46,875
+9.2%
0.64%
+7.4%
Q2 2019$3,713,000
-2.6%
42,923
-5.5%
0.60%
-17.1%
Q1 2019$3,812,000
+7.2%
45,423
+4.4%
0.72%
-4.8%
Q4 2018$3,555,000
+356.9%
43,496
+349.9%
0.76%
+368.9%
Q3 2018$778,000
-3.6%
9,669
-3.0%
0.16%
-12.0%
Q2 2018$807,000
+146.0%
9,973
+148.7%
0.18%
+117.9%
Q1 2018$328,000
+32.3%
4,010
+35.4%
0.08%
+3.7%
Q4 2017$248,000
-1.2%
2,9620.0%0.08%
-18.2%
Q3 2017$251,000
-1.6%
2,962
-1.7%
0.10%0.0%
Q2 2017$255,000
-40.0%
3,012
-40.8%
0.10%
-40.4%
Q1 2017$425,000
-29.0%
5,088
-29.5%
0.17%
-30.5%
Q4 2016$599,000
-28.1%
7,216
-24.1%
0.24%
-24.1%
Q3 2016$833,000
+24.9%
9,502
+25.4%
0.32%
+16.7%
Q2 2016$667,000
+2.0%
7,5790.0%0.27%
-2.9%
Q1 2016$654,000
+17.6%
7,579
+13.2%
0.28%
+20.9%
Q4 2015$556,000
+5.9%
6,694
+8.1%
0.23%
-13.2%
Q3 2015$525,000
-22.2%
6,194
-20.9%
0.26%
-21.6%
Q1 2015$675,000
-1.9%
7,830
-3.7%
0.34%
-8.4%
Q4 2014$688,000
-30.2%
8,130
-30.5%
0.37%
-31.2%
Q3 2014$986,000
+109.8%
11,705
+110.8%
0.54%
+90.1%
Q2 2014$470,0005,5530.28%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 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