Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2023$53,718
+3.3%
7000.0%0.02%0.0%
Q4 2022$52,024
+2.0%
7000.0%0.02%
-7.4%
Q3 2022$51,000
-5.6%
7000.0%0.03%0.0%
Q2 2022$54,000
-5.3%
7000.0%0.03%
+12.5%
Q1 2022$57,000
-9.5%
7000.0%0.02%
-14.3%
Q3 2021$63,0000.0%7000.0%0.03%0.0%
Q2 2021$63,000
-25.0%
700
-26.3%
0.03%
-28.2%
Q1 2021$84,000
-4.5%
9500.0%0.04%
-13.3%
Q4 2020$88,0009500.04%
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