WEALTHSOURCE PARTNERS, 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
WEALTHSOURCE PARTNERS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$30,614,680
-3.1%
423,381
+0.9%
2.09%
+0.5%
Q2 2023$31,580,726
+14.5%
419,789
+16.8%
2.08%
+11.5%
Q1 2023$27,585,651
+1.5%
359,469
-1.7%
1.87%
-3.1%
Q4 2022$27,187,371
+2610.6%
365,815
+2886.7%
1.92%
+2730.9%
Q1 2022$1,003,000
+14.8%
12,248
+22.8%
0.07%
-2.9%
Q4 2021$874,000
-3.3%
9,970
-1.3%
0.07%
-11.4%
Q3 2021$904,000
-12.3%
10,105
-11.8%
0.08%
-14.1%
Q2 2021$1,031,000
+167.8%
11,462
+163.9%
0.09%
+142.1%
Q1 2021$385,000
-7.5%
4,344
-3.0%
0.04%
-22.4%
Q4 2020$416,000
+7.8%
4,477
+8.5%
0.05%
-5.8%
Q3 2020$386,000
+92.0%
4,127
+91.4%
0.05%
+79.3%
Q2 2020$201,000
-78.8%
2,156
-79.7%
0.03%
-80.7%
Q1 2020$950,000
-27.2%
10,638
-28.9%
0.15%
-12.3%
Q4 2019$1,305,000
-52.3%
14,967
-51.8%
0.17%
-58.3%
Q3 2019$2,734,000
-12.4%
31,065
-13.9%
0.41%
-16.7%
Q2 2019$3,122,000
+84.8%
36,093
+79.4%
0.49%
+28.8%
Q1 2019$1,689,000
+678.3%
20,122
+678.4%
0.38%
+470.1%
Q4 2017$217,000
-30.4%
2,585
-27.4%
0.07%
-41.2%
Q3 2016$312,000
-24.5%
3,561
-24.0%
0.11%
-26.0%
Q2 2016$413,000
+12.2%
4,686
+10.0%
0.15%
+2.7%
Q1 2016$368,0004,2600.15%
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