RFG Advisory, LLC - 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
RFG Advisory, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$699,665
-7.5%
9,676
-3.8%
0.03%
-8.8%
Q2 2023$756,288
+48.7%
10,053
+51.7%
0.03%
+36.0%
Q1 2023$508,513
-1.5%
6,626
-1.7%
0.02%
-3.8%
Q4 2022$516,442
-27.5%
6,742
-31.4%
0.03%
-36.6%
Q3 2022$712,000
+42.7%
9,824
+55.2%
0.04%
+41.4%
Q2 2022$499,000
-2.7%
6,331
+1.0%
0.03%
-12.1%
Q1 2022$513,000
-0.4%
6,267
+6.7%
0.03%
-5.7%
Q4 2021$515,000
+0.8%
5,874
+2.7%
0.04%
-16.7%
Q3 2021$511,000
-11.9%
5,718
-11.3%
0.04%
-19.2%
Q2 2021$580,000
+36.5%
6,450
+34.7%
0.05%
+13.0%
Q1 2021$425,000
+13.9%
4,790
+18.2%
0.05%
-6.1%
Q4 2020$373,000
+19.2%
4,053
+21.2%
0.05%
+11.4%
Q3 2020$313,000
-1.3%
3,345
-1.8%
0.04%
-10.2%
Q2 2020$317,000
+19.2%
3,406
+14.6%
0.05%
-2.0%
Q1 2020$266,000
+24.3%
2,973
+21.8%
0.05%
+2.0%
Q2 2019$214,000
-4.0%
2,440
-6.6%
0.05%
-14.0%
Q1 2019$223,000
-29.9%
2,613
-33.2%
0.06%
-26.9%
Q4 2018$318,000
-54.9%
3,913
-55.3%
0.08%
-57.8%
Q3 2018$705,000
+6.8%
8,762
+7.6%
0.18%
-7.0%
Q2 2018$660,000
+73.7%
8,146
+75.3%
0.20%
+41.1%
Q1 2018$380,000
-89.6%
4,646
-89.4%
0.14%
-91.7%
Q4 2017$3,660,000
+17.8%
43,698
+19.0%
1.71%
-11.0%
Q3 2017$3,107,000
+27.1%
36,730
+26.4%
1.92%
+14.0%
Q2 2017$2,445,000
+98.9%
29,059
+98.4%
1.68%
+81.4%
Q1 2017$1,229,00014,6490.93%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 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