First Personal Financial Services - 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
First Personal Financial Services ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$285,697
-3.9%
3,9510.0%0.07%0.0%
Q2 2023$297,234
-6.2%
3,951
-4.4%
0.07%
-9.8%
Q1 2023$317,013
-0.5%
4,131
-3.6%
0.08%
-4.7%
Q4 2022$318,461
-0.2%
4,285
-1.2%
0.09%
-7.5%
Q3 2022$319,000
-5.3%
4,3350.0%0.09%
-1.1%
Q2 2022$337,000
-12.5%
4,335
-7.8%
0.09%
+4.4%
Q1 2022$385,000
-8.8%
4,703
-2.3%
0.09%
-4.3%
Q4 2021$422,000
-7.0%
4,813
-5.2%
0.09%
-16.8%
Q3 2021$454,000
-4.8%
5,077
-4.3%
0.11%
-7.4%
Q2 2021$477,000
+2.8%
5,307
+1.4%
0.12%
-3.9%
Q1 2021$464,000
-3.5%
5,233
+1.0%
0.13%
-7.3%
Q4 2020$481,000
-0.8%
5,1830.0%0.14%
-11.0%
Q3 2020$485,000
-4.7%
5,183
-5.1%
0.15%
-11.5%
Q2 2020$509,000
-4.3%
5,459
-8.4%
0.17%
-15.5%
Q1 2020$532,000
+0.9%
5,957
-1.4%
0.21%
+20.5%
Q4 2019$527,000
-11.9%
6,044
-11.1%
0.17%
-8.1%
Q3 2019$598,000
+1.7%
6,8000.0%0.19%
+10.7%
Q2 2019$588,000
-4.7%
6,800
-7.5%
0.17%
-10.6%
Q1 2019$617,000
-3.4%
7,353
-6.5%
0.19%
-14.5%
Q4 2018$639,000
-9.7%
7,864
-10.7%
0.22%
-1.8%
Q3 2018$708,000
-9.8%
8,802
-9.2%
0.22%
-14.8%
Q2 2018$785,000
-17.5%
9,695
-16.7%
0.26%
+25.8%
Q1 2018$952,000
-12.7%
11,641
-10.5%
0.21%
-1.4%
Q4 2017$1,090,000
-10.4%
13,001
-9.6%
0.21%
-17.5%
Q3 2017$1,217,000
-9.4%
14,379
-9.5%
0.26%
-12.6%
Q2 2017$1,343,000
+3.7%
15,885
+2.6%
0.29%
-5.5%
Q1 2017$1,295,000
-7.9%
15,490
-8.5%
0.31%
-16.2%
Q4 2016$1,406,000
-4.9%
16,921
+0.3%
0.37%
-13.9%
Q3 2016$1,479,000
+2.0%
16,875
+2.5%
0.43%
-12.9%
Q2 2016$1,450,000
+1.9%
16,464
-0.2%
0.50%
-29.7%
Q1 2016$1,423,000
-2.5%
16,496
-6.2%
0.70%
-14.4%
Q4 2015$1,460,000
-5.8%
17,578
-3.7%
0.82%
-11.7%
Q3 2015$1,550,000
+1.2%
18,261
+0.1%
0.93%
+1.5%
Q2 2015$1,531,000
-8.3%
18,246
-5.8%
0.92%
-9.4%
Q1 2015$1,670,000
+0.1%
19,366
-1.7%
1.01%
+3.6%
Q4 2014$1,668,00019,7010.98%
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