AE Wealth Management LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 709 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$10,892,043
+7.3%
150,630
+11.6%
0.06%
+6.6%
Q2 2023$10,149,470
-16.3%
134,913
-14.6%
0.06%
-21.8%
Q1 2023$12,129,531
-11.7%
158,060
-14.5%
0.08%
-21.2%
Q4 2022$13,735,369
-0.5%
184,814
-1.6%
0.10%
-9.2%
Q3 2022$13,808,000
-11.8%
187,911
-6.8%
0.11%
-12.8%
Q2 2022$15,660,000
-12.3%
201,672
-7.5%
0.12%
+2.5%
Q1 2022$17,854,000
-6.0%
218,003
+0.5%
0.12%
-7.6%
Q4 2021$18,999,000
+4.7%
216,829
+6.9%
0.13%
-11.4%
Q3 2021$18,140,000
+7.4%
202,816
+8.0%
0.15%
+0.7%
Q2 2021$16,892,000
+44.6%
187,771
+42.6%
0.15%
+25.4%
Q1 2021$11,682,000
-6.5%
131,661
-2.1%
0.12%
-16.9%
Q4 2020$12,489,000
-9.5%
134,513
-8.9%
0.14%
-27.9%
Q3 2020$13,797,000
+22.3%
147,593
+22.0%
0.20%
+13.2%
Q2 2020$11,277,000
+54.4%
121,013
+48.0%
0.17%
+3.6%
Q1 2020$7,304,000
+51.4%
81,769
+47.8%
0.17%
+60.0%
Q4 2019$4,824,000
+36.6%
55,311
+37.8%
0.10%
+2.9%
Q3 2019$3,532,000
+44.9%
40,135
+42.4%
0.10%
+39.7%
Q2 2019$2,438,000
+86.2%
28,182
+80.7%
0.07%
-19.8%
Q1 2019$1,309,000
+48.8%
15,599
+44.2%
0.09%
-39.7%
Q4 2018$880,000
+12.4%
10,820
+11.2%
0.15%
+251.2%
Q3 2018$783,000
+4.1%
9,731
+4.7%
0.04%
-15.7%
Q2 2018$752,000
+71.3%
9,293
+73.2%
0.05%
+50.0%
Q1 2018$439,000
+12.0%
5,364
+14.8%
0.03%
-2.9%
Q4 2017$392,000
+55.6%
4,674
+56.9%
0.04%
+16.7%
Q2 2017$252,0002,9790.03%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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