New Capital Management LP - 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
New Capital Management LP ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2021$48,000
-4.0%
5390.0%0.04%
+65.4%
Q4 2020$50,0000.0%5390.0%0.03%
-52.7%
Q3 2020$50,0000.0%5390.0%0.06%
-19.1%
Q2 2020$50,000
+4.2%
5390.0%0.07%
-25.3%
Q1 2020$48,000
+2.1%
5390.0%0.09%
+16.7%
Q4 2019$47,0000.0%5390.0%0.08%
+100.0%
Q3 2019$47,0000.0%5390.0%0.04%
-52.4%
Q2 2019$47,000
+4.4%
5390.0%0.08%
-35.4%
Q1 2019$45,000
+2.3%
5390.0%0.13%
+58.8%
Q4 2018$44,000
-61.1%
539
-61.5%
0.08%
-56.5%
Q3 2018$113,0000.0%1,400
+0.5%
0.18%
-8.9%
Q2 2018$113,0000.0%1,393
+0.4%
0.20%
-31.1%
Q1 2018$113,000
-2.6%
1,387
+0.3%
0.29%
+107.8%
Q4 2017$116,0000.0%1,383
+0.6%
0.14%
-31.9%
Q3 2017$116,000
-25.6%
1,375
-26.3%
0.21%
-27.6%
Q2 2017$156,0000.0%1,8650.0%0.29%0.0%
Q1 2017$156,000
+0.6%
1,865
+0.2%
0.29%
+27.7%
Q4 2016$155,0001,8620.22%
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