Dakota Wealth Management - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 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 Q3 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$133,302,00041.09%
Compass Ion Advisors, LLC 496,627$46,425,00029.49%
BCM ADVISORS, LLC 393,926$36,686,00013.53%
BANK OF STOCKTON 333,329$31,159,00013.02%
Keudell/Morrison Wealth Management 213,295$19,939,00012.82%
Burt Wealth Advisors 358,263$33,490,00012.52%
Milestone Advisory Partners 211,314$19,754,00012.29%
Verde Capital Management 228,432$21,354,00012.15%
Fullen Financial Group 156,297$14,611,00011.13%
Franklin, Parlapiano, Turner & Welch, LLC 292,870$27,378,00011.05%
View complete list of VANGUARD BD INDEX FDS shareholders