IHT Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 683 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$466,309
-3.5%
6,449
+0.4%
0.02%
-4.0%
Q2 2023$483,172
-7.3%
6,423
-5.4%
0.02%
-16.7%
Q1 2023$521,205
-6.9%
6,792
-9.8%
0.03%
-14.3%
Q4 2022$559,831
+2.2%
7,533
+1.0%
0.04%
-16.7%
Q3 2022$548,000
+109.2%
7,461
+121.4%
0.04%
+82.6%
Q2 2022$262,000
-5.8%
3,370
-0.6%
0.02%
+9.5%
Q1 2022$278,000
-8.6%
3,391
-2.3%
0.02%
-4.5%
Q4 2021$304,000
-50.6%
3,470
-49.5%
0.02%
-56.0%
Q3 2021$615,000
-56.6%
6,877
-56.4%
0.05%
-44.4%
Q2 2021$1,418,000
-2.8%
15,760
-4.1%
0.09%
-14.3%
Q1 2021$1,459,000
-5.7%
16,440
-1.4%
0.10%
-18.6%
Q4 2020$1,548,000
+17.6%
16,671
+18.4%
0.13%
-2.3%
Q3 2020$1,316,000
+308.7%
14,075
+307.5%
0.13%
+200.0%
Q2 2020$322,000
-74.4%
3,454
-75.5%
0.04%
-75.7%
Q1 2020$1,260,000
+2.7%
14,108
+0.3%
0.18%
+24.8%
Q4 2019$1,227,000
-6.3%
14,064
-5.4%
0.14%
-18.5%
Q3 2019$1,309,000
-18.9%
14,872
-20.3%
0.18%
-23.9%
Q2 2019$1,614,000
-18.3%
18,660
-20.7%
0.23%
-28.9%
Q1 2019$1,975,000
-6.8%
23,527
-9.7%
0.33%
-19.4%
Q4 2018$2,118,000
+23.4%
26,056
+22.2%
0.41%
+10.0%
Q3 2018$1,716,000
-1.8%
21,325
-1.2%
0.37%
-17.0%
Q2 2018$1,748,000
+10.6%
21,591
+11.5%
0.45%
+5.2%
Q1 2018$1,581,000
-1.4%
19,368
+0.8%
0.42%0.0%
Q4 2017$1,604,000
+0.4%
19,205
+1.5%
0.42%
-37.5%
Q3 2017$1,598,000
+407.3%
18,922
+731.0%
0.68%
+344.4%
Q2 2017$315,000
+136.8%
2,277
+48.0%
0.15%
+71.9%
Q1 2017$133,000
-91.6%
1,539
-91.9%
0.09%
-92.6%
Q4 2016$1,584,00019,0781.20%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 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