AE Wealth Management LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 261 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,908,804
-15.5%
88,112
-5.6%
0.04%
-16.7%
Q2 2023$6,992,297
+18.5%
93,330
+21.2%
0.04%
+10.5%
Q1 2023$5,902,720
+10.1%
77,019
+4.1%
0.04%
-2.6%
Q4 2022$5,359,126
-8.6%
73,980
-9.2%
0.04%
-15.2%
Q3 2022$5,861,000
-28.2%
81,463
-20.5%
0.05%
-29.2%
Q2 2022$8,166,000
-14.8%
102,438
-2.0%
0.06%
-1.5%
Q1 2022$9,588,000
-24.9%
104,575
-15.7%
0.07%
-25.8%
Q4 2021$12,760,000
+24.6%
123,984
+23.9%
0.09%
+6.0%
Q3 2021$10,237,000
+5.6%
100,040
+6.3%
0.08%
-1.2%
Q2 2021$9,692,000
+19.5%
94,074
+13.8%
0.08%
+3.7%
Q1 2021$8,113,000
+3.2%
82,671
+15.3%
0.08%
-7.9%
Q4 2020$7,864,000
+11.8%
71,723
+14.1%
0.09%
-11.0%
Q3 2020$7,032,000
+15.2%
62,879
+15.0%
0.10%
+6.4%
Q2 2020$6,103,000
+84.7%
54,658
+76.5%
0.09%
+23.7%
Q1 2020$3,304,000
+23.3%
30,964
+15.9%
0.08%
+31.0%
Q4 2019$2,680,000
+38.1%
26,706
+41.2%
0.06%
+3.6%
Q3 2019$1,941,000
+72.2%
18,909
+62.9%
0.06%
+64.7%
Q2 2019$1,127,000
+26.5%
11,610
+20.1%
0.03%
-45.2%
Q1 2019$891,000
+70.4%
9,669
+61.9%
0.06%
-31.1%
Q4 2018$523,000
-10.9%
5,972
-11.0%
0.09%
+181.2%
Q3 2018$587,000
+16.9%
6,713
+18.6%
0.03%
-5.9%
Q2 2018$502,000
+82.5%
5,662
+95.8%
0.03%
+41.7%
Q4 2017$275,000
+3.0%
2,892
+1.0%
0.02%
-25.0%
Q2 2017$267,0002,8640.03%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Coco Enterprises, LLC 72,630$7,963,0008.07%
NYL Investors LLC 206,900$22,685,0006.47%
Granby Capital Management, LLC 65,000$7,127,0006.30%
Safir Wealth Advisors, LLC 56,104$6,151,0005.71%
Beacon Capital Management, Inc. 1,029,169$112,838,0004.91%
Wiser Wealth Management, Inc 59,355$6,508,0004.88%
Provident Wealth Management, LLC 31,216$3,423,0003.98%
Bay Harbor Wealth Management, LLC 63,290$6,939,0003.15%
HT Partners LLC 81,618$8,949,0003.02%
Center For Asset Management LLC 23,943$2,625,0002.62%
View complete list of VANGUARD BD INDEX FDS shareholders