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 253 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Coco Enterprises, LLC 72,630$7,963,0008.07%
NYL Investors LLC 206,900$22,685,0006.47%
Granby Capital Management, LLC 65,000$7,127,0006.30%
Safir Wealth Advisors, LLC 56,104$6,151,0005.71%
Beacon Capital Management, Inc. 1,029,169$112,838,0004.91%
Wiser Wealth Management, Inc 59,355$6,508,0004.88%
Provident Wealth Management, LLC 31,216$3,423,0003.98%
Bay Harbor Wealth Management, LLC 63,290$6,939,0003.15%
HT Partners LLC 81,618$8,949,0003.02%
Center For Asset Management LLC 23,943$2,625,0002.62%
View complete list of VANGUARD BD INDEX FDS shareholders