Sowell Financial Services LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 713 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$869,000
-41.6%
12,013
-39.3%
0.06%
-33.7%
Q2 2023$1,489,000
+35076.0%
19,796
-64.1%
0.08%
-74.6%
Q1 2023$4,233
+4.9%
55,161
+1.6%
0.33%
+25.3%
Q4 2022$4,035
-99.9%
54,289
+2.7%
0.26%
-33.4%
Q3 2022$3,886,000
+109.0%
52,880
+125.2%
0.39%
+20.6%
Q1 2022$1,859,000
-47.2%
23,479
-41.5%
0.32%
+60.9%
Q4 2021$3,518,000
-27.6%
40,146
-26.1%
0.20%
-38.4%
Q3 2021$4,862,000
-4.1%
54,360
-3.6%
0.33%
-2.4%
Q2 2021$5,072,000
-89.9%
56,380
-89.9%
0.34%
-80.7%
Q1 2021$50,080,000
+14.1%
560,492
+18.6%
1.74%
-7.0%
Q4 2020$43,894,000
+7.8%
472,736
+8.5%
1.88%
-7.8%
Q3 2020$40,721,000
+16.1%
435,613
+15.8%
2.03%
+5.6%
Q2 2020$35,064,000
+106.1%
376,266
+97.6%
1.93%
+53.1%
Q1 2020$17,012,000
+2162.2%
190,438
+2108.7%
1.26%
+2108.8%
Q4 2019$752,000
+144.2%
8,622
+146.0%
0.06%
+128.0%
Q3 2019$308,000
+3.4%
3,505
-1.4%
0.02%
-24.2%
Q1 2019$298,000
-16.3%
3,556
-18.8%
0.03%
-34.0%
Q4 2018$356,0004,3800.05%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2023
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