Paragon Wealth Strategies, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2021$12,418,000
+0.1%
141,730
+2.2%
3.00%
-9.2%
Q3 2021$12,404,000
+7.6%
138,686
+8.2%
3.30%
+4.7%
Q2 2021$11,530,000
-2.0%
128,165
-3.3%
3.16%
-11.7%
Q1 2021$11,764,000
+26.4%
132,586
+32.3%
3.58%
+11.6%
Q4 2020$9,307,000
+10.6%
100,233
+11.3%
3.20%
-14.3%
Q3 2020$8,416,000
-49.2%
90,028
-49.3%
3.74%
-60.1%
Q2 2020$16,553,000177,6229.38%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2022
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