Avior Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 668 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,770,205
-19.9%
79,798
-16.7%
0.39%
-16.8%
Q2 2023$7,204,954
-13.4%
95,772
-11.6%
0.47%
-17.9%
Q1 2023$8,318,509
-5.3%
108,398
-8.3%
0.57%
-13.9%
Q4 2022$8,782,497
+48.8%
118,171
+47.1%
0.66%
+35.9%
Q3 2022$5,904,000
+392.4%
80,356
+420.1%
0.49%
+303.3%
Q2 2022$1,199,000
-46.5%
15,450
-43.5%
0.12%
-37.3%
Q1 2022$2,240,000
+18.3%
27,353
+26.6%
0.19%
+23.7%
Q4 2021$1,893,000
-29.7%
21,612
-28.3%
0.16%
-29.7%
Q3 2021$2,694,000
-2.6%
30,122
-2.1%
0.22%
-20.1%
Q2 2021$2,767,000
+5.4%
30,768
+3.9%
0.28%
-1.1%
Q1 2021$2,626,000
+23.1%
29,606
+28.9%
0.28%
+6.8%
Q4 2020$2,133,000
+66.0%
22,977
+67.1%
0.26%
+43.7%
Q3 2020$1,285,000
+32.1%
13,754
+31.6%
0.18%
+20.4%
Q2 2020$973,000
+9.6%
10,448
+5.1%
0.15%
-13.1%
Q1 2020$888,000
+548.2%
9,943
+531.3%
0.18%
+695.5%
Q4 2019$137,000
+185.4%
1,575
+187.9%
0.02%
+175.0%
Q3 2019$48,000
+2.1%
547
+0.7%
0.01%0.0%
Q2 2019$47,000
+4.4%
5430.0%0.01%
-20.0%
Q1 2019$45,000
-2.2%
543
-5.6%
0.01%
-9.1%
Q4 2018$46,0000.0%5750.0%0.01%
+10.0%
Q3 2018$46,000
-2.1%
5750.0%0.01%
-9.1%
Q2 2018$47,0000.0%5750.0%0.01%0.0%
Q1 2018$47,000
-2.1%
5750.0%0.01%0.0%
Q4 2017$48,000
-2.0%
5750.0%0.01%
-31.2%
Q3 2017$49,0000.0%5750.0%0.02%
-20.0%
Q2 2017$49,000
-81.1%
575
-81.5%
0.02%
-76.7%
Q1 2017$259,000
+1.6%
3,104
+1.3%
0.09%
-9.5%
Q4 2016$255,000
-7.3%
3,064
-2.2%
0.10%
-12.0%
Q3 2016$275,000
-26.1%
3,133
-26.4%
0.11%
+33.3%
Q2 2016$372,000
+148.0%
4,255
+145.2%
0.08%
+22.7%
Q1 2016$150,000
+47.1%
1,735
+41.7%
0.07%
+17.9%
Q4 2015$102,000
+3.0%
1,224
+5.0%
0.06%
-3.4%
Q3 2015$99,000
+2.1%
1,166
+0.6%
0.06%
-23.7%
Q2 2015$97,000
-42.3%
1,159
-40.5%
0.08%
-41.5%
Q1 2015$168,000
+9.8%
1,949
+8.0%
0.13%
+6.6%
Q4 2014$153,000
+70.0%
1,805
+69.5%
0.12%
+58.4%
Q3 2014$90,0001,0650.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2022
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