EverSource Wealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 668 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$4,751,309
+19.5%
65,708
+24.3%
0.50%
+15.1%
Q2 2023$3,975,649
+8.7%
52,847
+10.9%
0.44%
-3.7%
Q1 2023$3,658,152
+26.7%
47,669
+22.7%
0.46%
+4.1%
Q4 2022$2,887,965
+62.5%
38,859
+60.6%
0.44%
+7.4%
Q3 2022$1,777,000
+147.1%
24,191
+161.0%
0.41%
+120.0%
Q2 2022$719,000
-13.6%
9,267
-8.8%
0.18%
-12.3%
Q1 2022$832,000
-17.0%
10,157
-11.2%
0.21%
-24.9%
Q4 2021$1,002,00011,4360.28%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2022
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