Arete Wealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 299 filers reported holding VANGUARD BD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2017$369,000
+18.3%
4,406
+19.6%
0.12%
-3.2%
Q3 2017$312,000
+28.4%
3,683
+28.0%
0.12%
+11.7%
Q2 2017$243,000
+6.1%
2,878
+5.3%
0.11%
+11.0%
Q1 2017$229,000
-74.1%
2,734
-74.3%
0.10%
-75.6%
Q4 2016$885,000
+1.1%
10,657
+6.7%
0.41%
-18.4%
Q3 2016$875,000
+5.7%
9,986
+6.2%
0.50%
-3.8%
Q2 2016$828,000
+52.5%
9,406
+49.3%
0.52%
+60.8%
Q1 2016$543,000
+3.8%
6,2980.0%0.32%
+2.2%
Q4 2015$523,000
-2.1%
6,298
+0.1%
0.32%
-24.0%
Q3 2015$534,000
+1.1%
6,2940.0%0.42%
+17.1%
Q2 2015$528,000
-2.6%
6,294
+0.2%
0.36%
+1.7%
Q1 2015$542,000
+1.9%
6,283
+0.1%
0.35%
-6.7%
Q4 2014$532,000
+2.5%
6,277
+2.0%
0.38%
-4.3%
Q3 2014$519,000
-0.4%
6,1550.0%0.39%
-3.4%
Q2 2014$521,000
+3.2%
6,155
+1.5%
0.41%
-13.4%
Q1 2014$505,000
+2.0%
6,064
+0.0%
0.47%
-3.9%
Q4 2013$495,0006,0630.49%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2016
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$119,684,00040.93%
Willow Creek Wealth Management Inc. 644,217$54,069,00027.26%
CMC Financial Group 166,031$13,935,00012.97%
Hapanowicz & Associates Financial Services, Inc 218,312$18,324,00012.28%
Franklin, Parlapiano, Turner & Welch, LLC 318,566$26,737,00010.55%
Diversified Portfolios, Inc. 210,753$17,689,0009.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 367,213$30,820,0008.47%
Beacon Capital Management, Inc. 2,014,643$169,089,0007.69%
Independence Advisors, LLC 306,238$25,703,0007.23%
FC Advisory LLC 120,106$10,080,0006.40%
View complete list of VANGUARD BD INDEX FDS shareholders