Burt Wealth Advisors - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 19 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$30,618,046
-1.0%
423,428
+3.0%
9.40%
+0.9%
Q2 2023$30,920,883
+4.1%
411,018
+6.2%
9.32%
+1.0%
Q1 2023$29,692,360
-1.1%
386,922
-4.2%
9.23%
-8.2%
Q4 2022$30,017,911
-0.1%
403,901
-1.2%
10.05%
-16.6%
Q3 2022$30,041,000
+46.5%
408,827
+54.8%
12.06%
+69.1%
Q2 2022$20,512,000
-31.1%
264,156
-27.3%
7.13%
-20.2%
Q1 2022$29,769,000
+1.4%
363,479
+8.5%
8.93%
-6.9%
Q4 2021$29,366,000
-13.3%
335,150
-11.5%
9.59%
-11.1%
Q3 2021$33,853,000
-0.6%
378,495
-0.0%
10.79%
-12.3%
Q2 2021$34,060,000
+0.3%
378,611
-1.1%
12.30%
-1.7%
Q1 2021$33,955,000
-0.7%
382,675
+3.9%
12.52%
+6.3%
Q4 2020$34,186,000
+2.1%
368,182
+2.8%
11.78%
-6.0%
Q3 2020$33,490,000
+257515.4%
358,263
+238742.0%
12.52%
+89364.3%
Q2 2016$13,0000.0%1500.0%0.01%
+16.7%
Q1 2016$13,000
+8.3%
1500.0%0.01%
+20.0%
Q4 2015$12,0000.0%1500.0%0.01%
-33.3%
Q3 2015$12,000
-7.7%
1500.0%0.02%
+7.1%
Q2 2015$13,0001500.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
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