Pensionmark Financial Group, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$989,780
-9.1%
13,688
-5.5%
0.20%
-7.1%
Q2 2023$1,089,224
+68.3%
14,479
+71.7%
0.21%
+56.3%
Q1 2023$647,126
+6.2%
8,433
+2.8%
0.14%
-3.6%
Q4 2022$609,388
-0.4%
8,200
-1.5%
0.14%
-3.4%
Q3 2022$612,000
-2.5%
8,323
+5.4%
0.14%
+9.8%
Q2 2022$628,000
-18.3%
7,894
-15.9%
0.13%
-17.5%
Q1 2022$769,000
-2.5%
9,391
-0.1%
0.16%
-3.0%
Q4 2021$789,000
+4.1%
9,401
+10.9%
0.16%
-4.1%
Q3 2021$758,000
+8.4%
8,478
+9.2%
0.17%
+7.5%
Q2 2021$699,000
+10.4%
7,765
+9.2%
0.16%
+5.3%
Q1 2021$633,000
+2.8%
7,112
+5.9%
0.15%
-2.6%
Q4 2020$616,000
+3.4%
6,714
+5.3%
0.16%
-23.5%
Q3 2020$596,000
+34.2%
6,378
+34.5%
0.20%
+31.6%
Q2 2020$444,0004,7410.16%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
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