Dakota Wealth Management - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,252,627
-27.8%
17,323
-24.9%
0.06%
-32.9%
Q2 2023$1,736,008
-12.9%
23,076
-11.1%
0.08%
-38.3%
Q1 2023$1,992,401
-15.9%
25,963
-18.5%
0.13%
-20.8%
Q4 2022$2,368,430
-1.9%
31,868
-3.0%
0.17%
-13.8%
Q3 2022$2,415,000
+640.8%
32,863
+835.7%
0.20%
+364.3%
Q4 2020$326,0003,5120.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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