Pensionmark Financial Group, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 225 filers reported holding VANGUARD BD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$238,537
-3.3%
3,184
-1.1%
0.05%
-9.8%
Q1 2023$246,663
-2.0%
3,218
-7.4%
0.05%
-12.1%
Q4 2022$251,815
-5.7%
3,476
-6.2%
0.06%
-7.9%
Q3 2022$267,000
-8.9%
3,707
+5.9%
0.06%
+1.6%
Q2 2022$293,000
-23.5%
3,499
-16.3%
0.06%
-22.5%
Q1 2022$383,000
-5.0%
4,179
-2.0%
0.08%
-4.8%
Q4 2021$403,000
+8.0%
4,266
+17.0%
0.08%0.0%
Q3 2021$373,000
+18.0%
3,647
+19.0%
0.08%
+16.7%
Q2 2021$316,000
-13.2%
3,065
-12.3%
0.07%
-21.7%
Q4 2020$364,000
-8.3%
3,495
-1.6%
0.09%
-32.4%
Q3 2020$397,000
-2.9%
3,552
-0.5%
0.14%
-4.9%
Q2 2020$409,000
+54.3%
3,571
+43.6%
0.14%
+16.3%
Q1 2020$265,000
+4.3%
2,487
-1.7%
0.12%
+24.2%
Q4 2019$254,0002,5290.10%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders