FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$344,828
+5.3%
4,769
+9.5%
0.03%
+7.4%
Q2 2023$327,561
-8.2%
4,354
-6.3%
0.03%
-20.6%
Q1 2023$356,688
+3.0%
4,648
-0.3%
0.03%
-5.6%
Q4 2022$346,333
+4.3%
4,660
+3.0%
0.04%
-7.7%
Q3 2022$332,000
-9.8%
4,525
-4.5%
0.04%
-4.9%
Q2 2022$368,000
-5.9%
4,739
-0.7%
0.04%
+7.9%
Q1 2022$391,000
-31.3%
4,774
-26.5%
0.04%
-29.6%
Q4 2021$569,000
-40.4%
6,499
-38.7%
0.05%
-47.1%
Q3 2021$954,0000.0%10,6010.0%0.10%0.0%
Q2 2021$954,000
+97.5%
10,601
+94.5%
0.10%
+85.5%
Q1 2021$483,000
-3.8%
5,449
+0.7%
0.06%
-11.3%
Q4 2020$502,000
-27.1%
5,411
-26.6%
0.06%
-33.3%
Q3 2020$689,000
+1.6%
7,375
+1.3%
0.09%
-7.0%
Q2 2020$678,000
+26.0%
7,280
+20.8%
0.10%
-7.4%
Q1 2020$538,0000.0%6,025
-2.4%
0.11%
+14.9%
Q4 2019$538,000
+6.5%
6,173
+7.4%
0.09%
-5.1%
Q3 2019$505,000
-5.8%
5,749
-7.3%
0.10%
-10.8%
Q2 2019$536,000
+3.5%
6,201
+0.3%
0.11%
+4.7%
Q1 2019$518,0000.0%6,180
-3.2%
0.11%
-15.9%
Q4 2018$518,000
-10.5%
6,384
-11.6%
0.13%
+17.8%
Q3 2018$579,000
-1.0%
7,220
-0.2%
0.11%
-8.5%
Q2 2018$585,000
-38.3%
7,234
-37.7%
0.12%
-58.5%
Q1 2018$948,000
+1.4%
11,606
+3.8%
0.28%
+4.8%
Q4 2017$935,000
-4.3%
11,185
-3.2%
0.27%
-15.1%
Q3 2017$977,000
+36.1%
11,555
+35.5%
0.32%
+27.3%
Q2 2017$718,000
+1.8%
8,527
+1.4%
0.25%
-7.4%
Q1 2017$705,000
+7.5%
8,407
+6.7%
0.27%
-4.9%
Q4 2016$656,0007,8810.28%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 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