REDW Wealth LLC - 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
REDW Wealth LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2022$841,000
-6.0%
11,442
-0.7%
0.32%
-1.5%
Q2 2022$895,000
-5.2%
11,5230.0%0.33%
+17.1%
Q1 2022$944,000
-6.8%
11,523
-0.3%
0.28%
-4.8%
Q4 2021$1,013,000
-2.1%
11,559
-0.1%
0.29%
-10.6%
Q3 2021$1,035,000
-1.8%
11,568
-1.3%
0.33%
-1.2%
Q2 2021$1,054,000
-5.0%
11,721
-6.3%
0.33%
-10.7%
Q1 2021$1,110,000
+33.6%
12,505
+39.7%
0.37%
+21.1%
Q4 2020$831,000
-0.7%
8,9500.0%0.31%
-12.5%
Q3 2020$837,000
-3.2%
8,950
-3.6%
0.35%
-17.8%
Q2 2020$865,000
+3.6%
9,281
-0.7%
0.43%
-18.3%
Q1 2020$835,000
-3.0%
9,351
-5.2%
0.52%
+9.2%
Q4 2019$861,000
-0.5%
9,869
+0.4%
0.48%
-5.5%
Q3 2019$865,000
+0.9%
9,828
-0.8%
0.51%
-1.0%
Q2 2019$857,000
+2.5%
9,907
-0.6%
0.51%0.0%
Q1 2019$836,000
+2.6%
9,966
-0.6%
0.51%
-8.6%
Q4 2018$815,000
+130.2%
10,028
+128.1%
0.56%
+138.7%
Q3 2018$354,000
-21.5%
4,396
-21.0%
0.24%
-27.2%
Q2 2018$451,000
-0.9%
5,5670.0%0.32%
-4.7%
Q1 2018$455,000
-3.0%
5,567
-0.5%
0.34%
-6.9%
Q4 2017$469,000
-13.8%
5,594
-12.9%
0.36%
-19.1%
Q3 2017$544,000
-3.4%
6,424
-3.6%
0.45%
-18.3%
Q2 2017$563,000
+1.3%
6,663
+0.2%
0.55%
-2.7%
Q1 2017$556,000
+34.6%
6,652
+33.7%
0.57%
+21.2%
Q4 2016$413,0004,9740.47%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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