NORTHWEST WEALTH MANAGEMENT, 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
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$585,790
-3.8%
8,101
+0.1%
0.21%
-4.5%
Q2 2023$608,978
-3.3%
8,095
-1.4%
0.22%
-7.9%
Q1 2023$629,720
+1.9%
8,206
-1.3%
0.24%
-9.4%
Q4 2022$618,170
+1.0%
8,318
-0.2%
0.26%
-1.9%
Q3 2022$612,000
-5.6%
8,335
-0.1%
0.27%
-3.9%
Q2 2022$648,000
-15.5%
8,344
-10.9%
0.28%
-25.3%
Q1 2022$767,000
-18.0%
9,369
-12.2%
0.38%
-13.6%
Q4 2021$935,000
+6.0%
10,675
+8.3%
0.44%
-0.7%
Q3 2021$882,000
-20.3%
9,859
-19.8%
0.44%
-25.1%
Q2 2021$1,106,000
+7.9%
12,291
+6.4%
0.58%
-9.0%
Q1 2021$1,025,000
+14.0%
11,552
+19.3%
0.64%
+3.5%
Q4 2020$899,000
+7.7%
9,684
+8.4%
0.62%
-10.4%
Q3 2020$835,000
+3.9%
8,930
+3.5%
0.69%
-1.1%
Q2 2020$804,000
+19.8%
8,631
+15.0%
0.70%
+3.2%
Q1 2020$671,000
+2.9%
7,508
+0.4%
0.68%
+13.5%
Q4 2019$652,000
+12.4%
7,477
+13.4%
0.60%
+25.6%
Q3 2019$580,000
+1.8%
6,591
+0.0%
0.48%
+3.5%
Q2 2019$570,000
+4.0%
6,588
+0.8%
0.46%
+11.4%
Q1 2019$548,000
+3.2%
6,5350.0%0.41%
-8.2%
Q4 2018$531,0000.0%6,535
-0.9%
0.45%
+13.4%
Q3 2018$531,000
-22.5%
6,597
-22.0%
0.40%
-22.9%
Q2 2018$685,000
-23.5%
8,454
-22.9%
0.52%
-22.7%
Q1 2018$896,000
-38.0%
10,960
-36.4%
0.67%
-43.4%
Q4 2017$1,445,000
-21.0%
17,236
-20.2%
1.18%
-54.0%
Q3 2017$1,829,000
+10.6%
21,608
+10.5%
2.56%
+69.6%
Q2 2017$1,653,000
+0.1%
19,557
-1.0%
1.51%
-1.3%
Q1 2017$1,652,000
-13.3%
19,763
-13.8%
1.53%
-21.2%
Q4 2016$1,905,00022,9281.94%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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