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 267 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.16 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 Q4 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 256,260$23,074,00022.70%
Barry Investment Advisors, LLC 150,603$13,560,0005.03%
Beacon Capital Management, Inc. 791,075$71,228,0003.68%
S. R. Schill & Associates 63,369$5,706,0003.64%
HT Partners LLC 58,275$5,247,0002.42%
IFC Holdings Incorporated/FL 301,042$27,091,0002.38%
KWMG, LLC 51,341$4,623,0001.78%
SignalPoint Asset Management, LLC 64,570$5,814,0001.62%
EVERGREEN CAPITAL MANAGEMENT LLC 86,075$7,750,0001.61%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 131,200$11,813,0001.47%
View complete list of VANGUARD BD INDEX FDS shareholders