BerganKDV Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 249 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$2,734,244
-37.1%
36,496
-35.6%
0.27%
-38.8%
Q1 2023$4,345,528
+76.2%
56,701
+66.6%
0.45%
+67.8%
Q4 2022$2,466,112
+12.7%
34,044
+11.9%
0.27%
+1.9%
Q3 2022$2,189,000
+54625.0%
30,422
+60744.0%
0.26%
Q2 2022$4,000
-99.3%
50
-99.2%
0.00%
-100.0%
Q1 2022$563,000
-2.8%
6,144
+9.3%
0.06%0.0%
Q4 2021$579,000
+4.1%
5,622
+3.5%
0.06%
-4.8%
Q3 2021$556,000
+24.1%
5,433
+24.8%
0.06%
+18.9%
Q2 2021$448,000
+61.2%
4,353
+53.7%
0.05%
+47.2%
Q1 2021$278,0002,8320.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
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