BDO Wealth Advisors, 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
BDO Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$321,383
-27.4%
4,272
-26.0%
0.04%
-31.5%
Q1 2023$442,944
-16.6%
5,772
-19.2%
0.05%
-18.2%
Q4 2022$531,165
-53.9%
7,147
-54.4%
0.07%
-56.9%
Q3 2022$1,152,000
-20.3%
15,672
-15.8%
0.15%
-14.0%
Q2 2022$1,446,000
-30.9%
18,622
-27.1%
0.18%
-20.2%
Q1 2022$2,093,000
-12.9%
25,553
-6.8%
0.22%
-12.2%
Q4 2021$2,402,000
-9.0%
27,410
-7.1%
0.25%
-12.7%
Q3 2021$2,639,000
-1.5%
29,510
-0.9%
0.29%
-2.0%
Q2 2021$2,679,000
+1.3%
29,782
-0.0%
0.30%
-4.8%
Q1 2021$2,644,000
-4.4%
29,796
-0.0%
0.31%
-19.8%
Q4 2020$2,767,000
-1.2%
29,804
-0.5%
0.39%
-14.7%
Q3 2020$2,800,000
+1.2%
29,954
+0.9%
0.46%
-6.2%
Q2 2020$2,766,000
-0.0%
29,677
-4.2%
0.49%
-13.1%
Q1 2020$2,767,000
-2.6%
30,973
-4.9%
0.56%
-23.7%
Q4 2019$2,841,000
-6.4%
32,568
-5.6%
0.73%
-5.7%
Q3 2019$3,035,000
+1.0%
34,489
-0.7%
0.78%
-5.0%
Q2 2019$3,004,000
-9.4%
34,726
-12.1%
0.82%
-15.1%
Q1 2019$3,315,000
-16.9%
39,502
-19.5%
0.96%
-29.9%
Q4 2018$3,990,000
+16525.0%
49,079
+16259.7%
1.37%
+17062.5%
Q3 2018$24,000
-51.0%
300
-50.0%
0.01%
-52.9%
Q2 2018$49,0000.0%6000.0%0.02%
-5.6%
Q1 2018$49,0006000.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders