WealthPLAN Partners, LLC - 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
WealthPLAN Partners, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$10,758
-2.0%
1430.0%0.00%
+100.0%
Q1 2023$10,974
-97.0%
143
-96.9%
0.00%
-96.2%
Q1 2022$368,000
-6.1%
4,683
+2.4%
0.03%0.0%
Q4 2021$392,000
-8.8%
4,574
-5.6%
0.03%
-10.3%
Q3 2021$430,000
-64.0%
4,844
-63.4%
0.03%
-65.5%
Q2 2021$1,195,000
+10.4%
13,223
+8.9%
0.08%0.0%
Q1 2021$1,082,000
+0.5%
12,137
+3.6%
0.08%
-8.7%
Q4 2020$1,077,000
+17.1%
11,718
+18.4%
0.09%
+2.2%
Q3 2020$920,000
+42.9%
9,895
+43.4%
0.09%
+34.3%
Q2 2020$644,000
-0.6%
6,900
-9.9%
0.07%
-63.2%
Q3 2017$648,000
+33.1%
7,654
+32.7%
0.18%
+30.0%
Q2 2017$487,000
-95.0%
5,766
+4870.7%
0.14%
+311.8%
Q1 2017$9,730,000
-64.2%
116
-62.8%
0.03%
+277.8%
Q3 2016$27,178,000
-1.1%
312
-6.0%
0.01%
+125.0%
Q2 2016$27,480,000
+127.7%
332
-23.7%
0.00%
+100.0%
Q4 2015$12,068,0004350.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders