Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - 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
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2022$324,000
-6.4%
3,9500.0%0.06%
-3.3%
Q4 2021$346,000
-2.0%
3,9500.0%0.06%
-9.0%
Q3 2021$353,000
-0.6%
3,9500.0%0.07%
-1.5%
Q2 2021$355,000
+1.4%
3,9500.0%0.07%
-5.6%
Q1 2021$350,000
-16.3%
3,950
-12.2%
0.07%
-24.2%
Q4 2020$418,000
-0.7%
4,5000.0%0.10%
-13.6%
Q3 2020$421,000
+0.5%
4,5000.0%0.11%
-5.2%
Q2 2020$419,000
+4.2%
4,5000.0%0.12%
-11.5%
Q1 2020$402,000
+2.6%
4,5000.0%0.13%
+35.1%
Q4 2019$392,000
-1.0%
4,5000.0%0.10%
-10.2%
Q3 2019$396,000
+1.8%
4,5000.0%0.11%
-1.8%
Q2 2019$389,000
+2.9%
4,5000.0%0.11%0.0%
Q1 2019$378,000
+3.3%
4,5000.0%0.11%
-6.8%
Q4 2018$366,000
+1.1%
4,5000.0%0.12%
+15.7%
Q3 2018$362,000
-0.5%
4,5000.0%0.10%
-5.6%
Q2 2018$364,000
-1.1%
4,5000.0%0.11%
-4.4%
Q1 2018$368,000
-57.4%
4,500
-56.4%
0.11%
-58.6%
Q4 2017$864,000
-1.0%
10,3100.0%0.27%
-4.2%
Q3 2017$873,000
-3.0%
10,310
-3.2%
0.28%
-8.1%
Q2 2017$900,000
+1.1%
10,6500.0%0.31%
-1.0%
Q1 2017$890,000
-16.0%
10,650
-16.5%
0.31%
-20.2%
Q4 2016$1,059,000
-21.0%
12,750
-16.7%
0.39%
-25.6%
Q3 2016$1,341,000
-1.3%
15,300
-0.8%
0.53%
-5.6%
Q2 2016$1,358,000
+2.0%
15,4250.0%0.56%
-5.1%
Q1 2016$1,331,000
+3.9%
15,4250.0%0.59%
+1.9%
Q4 2015$1,281,000
-7.8%
15,425
-5.8%
0.58%
-0.3%
Q3 2015$1,389,000
-4.9%
16,375
-6.0%
0.58%
-1.9%
Q2 2015$1,461,000
-3.6%
17,425
-0.9%
0.59%
-4.5%
Q1 2015$1,516,000
+0.7%
17,585
-1.1%
0.62%
-3.6%
Q4 2014$1,506,000
-2.1%
17,785
-2.7%
0.64%
-8.3%
Q3 2014$1,539,000
-4.7%
18,270
-4.2%
0.70%
-19.9%
Q2 2014$1,615,0000.0%19,065
-1.6%
0.87%
-6.3%
Q1 2014$1,615,000
+1.6%
19,375
-0.4%
0.93%
-4.6%
Q4 2013$1,590,00019,4600.98%
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