Mosaic Family Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 617 filers reported holding VANGUARD BD INDEX FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2021$225,000
-1.7%
2,572
+0.3%
0.06%
-6.3%
Q3 2021$229,000
-0.9%
2,5650.0%0.06%
-6.0%
Q2 2021$231,000
+1.3%
2,5650.0%0.07%
+1.5%
Q1 2021$228,000
-11.6%
2,565
-7.8%
0.07%
-23.3%
Q4 2020$258,000
+9.8%
2,781
+10.5%
0.09%
-2.3%
Q3 2020$235,000
+0.4%
2,5160.0%0.09%
-9.3%
Q2 2020$234,000
+4.0%
2,5160.0%0.10%
-14.9%
Q1 2020$225,000
+2.7%
2,5160.0%0.11%
+29.5%
Q4 2019$219,000
-0.9%
2,5160.0%0.09%
-3.3%
Q3 2019$221,000
+1.4%
2,5160.0%0.09%0.0%
Q2 2019$218,000
-3.5%
2,516
-6.5%
0.09%0.0%
Q1 2019$226,000
+3.2%
2,6910.0%0.09%
+1.1%
Q4 2018$219,000
+2.3%
2,6910.0%0.09%
+2.3%
Q3 2018$214,000
-17.4%
2,691
-15.9%
0.09%
-10.2%
Q2 2018$259,000
-1.1%
3,2010.0%0.10%
+1.0%
Q1 2018$262,000
-2.2%
3,2010.0%0.10%0.0%
Q4 2017$268,000
-1.1%
3,2010.0%0.10%
-7.6%
Q3 2017$271,000
+17.3%
3,201
+17.3%
0.10%
+9.4%
Q2 2017$231,000
-2.9%
2,729
-4.0%
0.10%
-6.8%
Q1 2017$238,000
+0.8%
2,8440.0%0.10%
-5.5%
Q4 2016$236,000
-11.6%
2,844
-6.6%
0.11%
-12.1%
Q3 2016$267,000
-0.7%
3,0440.0%0.12%
-4.6%
Q2 2016$269,0000.0%3,044
-2.4%
0.13%
+0.8%
Q1 2016$269,000
+19.6%
3,119
+14.7%
0.13%
+29.0%
Q4 2015$225,0002,7190.10%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders