Cornerstone Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 550 filers reported holding VANGUARD BD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.14 and the average weighting 1.0%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,510,193
+1.7%
76,200
+5.8%
0.52%
+7.4%
Q2 2023$5,416,658
-2.6%
72,001
-0.7%
0.48%
-11.4%
Q1 2023$5,561,615
+2.4%
72,473
-1.9%
0.55%
-9.8%
Q3 2022$5,430,000
-6.4%
73,899
-1.1%
0.60%
-5.9%
Q2 2022$5,804,000
-5.1%
74,742
+0.1%
0.64%
+8.2%
Q1 2022$6,113,000
-48.8%
74,640
-45.2%
0.59%
-47.8%
Q4 2021$11,943,000
+1.4%
136,238
+3.5%
1.14%
-9.2%
Q3 2021$11,778,000
+2.0%
131,691
+2.6%
1.25%
+3.1%
Q2 2021$11,548,000
+6.4%
128,368
+4.9%
1.22%
-5.4%
Q1 2021$10,854,000
-1.5%
122,325
+3.0%
1.28%
-7.2%
Q4 2020$11,022,000
+32.8%
118,712
+33.7%
1.38%
+12.4%
Q3 2020$8,302,000
+28.5%
88,815
+28.1%
1.23%
+17.8%
Q2 2020$6,462,000
+1.0%
69,347
-3.1%
1.04%
-15.2%
Q1 2020$6,395,000
-9.5%
71,585
-11.6%
1.23%
+7.8%
Q4 2019$7,064,000
-1.0%
80,987
-0.1%
1.14%
-9.1%
Q3 2019$7,132,000
+4.2%
81,049
+2.2%
1.26%
+2.4%
Q2 2019$6,844,000
-53.1%
79,267
-2.0%
1.23%
-30.7%
Q1 2019$14,602,000
+114.7%
80,844
-3.5%
1.77%
+22.0%
Q4 2018$6,802,000
-92.5%
83,813
-98.9%
1.45%
+28.1%
Q3 2018$90,145,000
-4.9%
7,615,851
-0.4%
1.13%
+6.1%
Q2 2018$94,814,000
+1106.3%
7,647,632
+7846.5%
1.07%
-28.7%
Q1 2018$7,860,000
+1.6%
96,239
+4.1%
1.50%
+3.3%
Q4 2017$7,734,000
+1.6%
92,440
+2.5%
1.45%
-8.0%
Q3 2017$7,610,000
+5.3%
90,145
+5.0%
1.58%
-2.7%
Q2 2017$7,227,000
+10.8%
85,826
+10.5%
1.62%
+0.5%
Q1 2017$6,524,000
+2.9%
77,645
+1.6%
1.61%
-20.7%
Q4 2016$6,342,000
+7.5%
76,412
+12.9%
2.03%
-6.6%
Q3 2016$5,898,000
+96.3%
67,704
+95.1%
2.18%
-4.5%
Q1 2016$3,004,00034,7102.28%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2020
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