Compass Financial Group, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Compass Financial Group, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,907,465
-0.5%
26,379
+3.5%
1.16%
-1.1%
Q2 2023$1,916,710
+100939.0%
25,478
+3.1%
1.17%
-1.6%
Q1 2023$1,897
+8.6%
24,718
+5.2%
1.19%
+4.5%
Q4 2022$1,747
-99.9%
23,504
+4.3%
1.14%
+2.8%
Q3 2022$1,655,000
-6.0%
22,525
-0.7%
1.11%
-1.2%
Q2 2022$1,761,000
-4.3%
22,675
+0.9%
1.12%
+1.6%
Q1 2022$1,841,000
-5.5%
22,477
+1.1%
1.10%
+13.8%
Q4 2021$1,948,000
+2.8%
22,229
+4.9%
0.97%
-6.6%
Q3 2021$1,895,000
+1.8%
21,186
+2.4%
1.04%
+8.5%
Q2 2021$1,861,000
+13.4%
20,685
+11.9%
0.96%
+3.0%
Q1 2021$1,641,000
-1.9%
18,492
+2.6%
0.93%
-7.7%
Q4 2020$1,673,000
+2.2%
18,020
+2.9%
1.01%
-15.2%
Q3 2020$1,637,000
+2.5%
17,516
+2.2%
1.19%
-11.1%
Q2 2020$1,597,000
+4.8%
17,135
+0.5%
1.34%
-26.9%
Q1 2020$1,524,000
+1.3%
17,057
-1.1%
1.83%
+34.6%
Q4 2019$1,504,000
+2.2%
17,246
+3.2%
1.36%
-2.7%
Q3 2019$1,471,000
-6.3%
16,717
-7.9%
1.40%
-7.0%
Q2 2019$1,570,000
+5.6%
18,147
+2.4%
1.50%
+2.0%
Q1 2019$1,487,000
+3.3%
17,718
+0.1%
1.47%
-11.4%
Q4 2018$1,439,000
-10.5%
17,697
-11.4%
1.66%
-5.5%
Q3 2018$1,607,000
-0.8%
19,973
-0.1%
1.76%
-6.0%
Q2 2018$1,620,0000.0%20,002
+1.0%
1.87%
-2.9%
Q1 2018$1,620,000
+4.0%
19,812
+6.7%
1.92%
+21.5%
Q4 2017$1,557,000
-1.4%
18,575
-0.4%
1.58%
-9.8%
Q3 2017$1,579,000
-0.4%
18,655
-0.6%
1.76%
-0.1%
Q2 2017$1,586,000
-0.3%
18,759
-1.3%
1.76%
+14.5%
Q1 2017$1,590,000
+5.5%
19,015
+4.8%
1.53%
-0.7%
Q4 2016$1,507,000
-6.2%
18,142
-1.0%
1.54%
-5.4%
Q3 2016$1,607,000
+2.5%
18,328
+2.9%
1.63%
-0.4%
Q2 2016$1,568,000
-12.0%
17,803
-13.8%
1.64%
-11.3%
Q1 2016$1,781,000
+8.7%
20,642
+4.6%
1.85%
+14.8%
Q4 2015$1,639,00019,7361.61%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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