EverSource Wealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 271 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$4,391,659
+13.4%
65,489
+26.7%
0.47%
+9.1%
Q2 2023$3,872,005
+10.8%
51,682
+13.3%
0.43%
-1.8%
Q1 2023$3,495,113
+33.8%
45,604
+26.4%
0.44%
+9.8%
Q4 2022$2,612,615
+60.3%
36,066
+59.2%
0.40%
+6.2%
Q3 2022$1,630,000
+142.6%
22,655
+168.6%
0.37%
+115.6%
Q2 2022$672,000
-10.3%
8,433
+3.2%
0.17%
-8.9%
Q1 2022$749,000
-4.0%
8,169
+7.8%
0.19%
-12.8%
Q4 2021$780,0007,5810.22%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders