Wela Strategies, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 295 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wela Strategies, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2023$2,289,719
+10.5%
30,701
-0.6%
1.23%
-0.6%
Q3 2023$2,071,376
-11.3%
30,889
-0.9%
1.24%
-31.1%
Q2 2023$2,334,865
+4.7%
31,165
+7.1%
1.80%
+50.4%
Q1 2023$2,229,725
+230720.4%
29,093
+118.1%
1.19%
+119.9%
Q4 2022$966
-99.9%
13,339
-5.1%
0.54%
-20.7%
Q3 2022$1,012,000
-6.3%
14,061
+3.8%
0.68%
+8.0%
Q2 2022$1,080,000
-16.7%
13,544
-4.2%
0.63%
-4.8%
Q1 2022$1,296,000
-4.8%
14,134
+6.9%
0.67%
-1.0%
Q4 2021$1,361,000
-8.4%
13,227
-8.9%
0.67%
-13.2%
Q3 2021$1,486,000
-7.1%
14,519
-6.5%
0.78%
+19.6%
Q2 2021$1,600,000
+4.8%
15,530
-0.2%
0.65%
-21.1%
Q1 2021$1,527,000
-37.1%
15,562
-29.7%
0.82%
-41.2%
Q4 2020$2,426,000
+4.1%
22,128
+6.2%
1.40%
-5.9%
Q3 2020$2,330,000
-2.1%
20,834
-2.3%
1.48%
-2.0%
Q2 2020$2,380,000
+16.2%
21,318
+11.0%
1.51%
+2.0%
Q1 2020$2,049,000
-6.7%
19,197
-12.3%
1.48%
+14.3%
Q4 2019$2,197,000
+2.7%
21,900
+5.1%
1.30%
-1.7%
Q3 2019$2,139,000
+10.5%
20,836
+4.5%
1.32%
+7.6%
Q2 2019$1,935,000
+5.6%
19,937
+0.2%
1.23%
+0.6%
Q1 2019$1,833,000
+82.9%
19,895
+73.7%
1.22%
+61.5%
Q4 2018$1,002,000
-0.8%
11,454
-0.8%
0.76%
+6.2%
Q3 2018$1,010,000
-1.6%
11,551
-0.2%
0.71%
-6.8%
Q2 2018$1,026,000
-3.9%
11,570
-1.5%
0.76%
-10.6%
Q1 2018$1,068,000
+10.6%
11,746
+15.7%
0.86%
+12.5%
Q4 2017$966,000
+3.1%
10,156
+1.6%
0.76%
-13.6%
Q3 2017$937,000
-12.2%
9,998
-15.6%
0.88%
-15.9%
Q1 2017$1,067,00011,8471.05%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 414,122$39,039,00012.67%
S. R. Schill & Associates 69,778$6,578,0006.02%
Beacon Capital Management, Inc. 447,757$42,210,0005.14%
LifePlan Financial Group, Inc 59,883$5,645,0003.74%
Twele Capital Management, Inc. 71,046$6,698,0001.94%
IFC Holdings Incorporated/FL 113,219$10,598,0001.75%
Thomasville National Bank 48,017$4,527,0001.62%
GOULD ASSET MANAGEMENT LLC /CA/ 33,205$3,130,0001.54%
Frontier Wealth Management LLC 75,050$7,075,0001.33%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 111,300$10,492,0001.26%
View complete list of VANGUARD BD INDEX FDS shareholders