Bogart Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,754,304
-9.1%
24,261
-5.4%
0.11%
-11.5%
Q2 2023$1,929,866
+0.9%
25,653
+2.9%
0.12%
-4.7%
Q1 2023$1,912,275
+961.0%
24,919
+927.6%
0.13%
+884.6%
Q4 2022$180,226
+125.3%
2,425
+122.1%
0.01%
+85.7%
Q3 2022$80,000
+25.0%
1,092
+33.3%
0.01%
+16.7%
Q2 2022$64,000
-37.9%
819
-34.6%
0.01%
-33.3%
Q1 2022$103,000
+74.6%
1,252
+87.1%
0.01%
+80.0%
Q4 2021$59,000
-15.7%
669
-15.1%
0.01%
-28.6%
Q3 2021$70,000
-1.4%
7880.0%0.01%
-12.5%
Q2 2021$71,000
+1.4%
7880.0%0.01%
-20.0%
Q1 2021$70,000
-5.4%
788
-1.3%
0.01%
-28.6%
Q4 2020$74,0000.0%7980.0%0.01%
-12.5%
Q3 2020$74,0000.0%7980.0%0.02%
-5.9%
Q2 2020$74,000
+4.2%
7980.0%0.02%
-10.5%
Q1 2020$71,000
+1.4%
7980.0%0.02%
-13.6%
Q4 2019$70,0000.0%7980.0%0.02%
-35.3%
Q3 2019$70,000
+1.4%
7980.0%0.03%
-19.0%
Q2 2019$69,000
+4.5%
7980.0%0.04%
+31.2%
Q1 2019$66,000
+13.8%
798
+11.1%
0.03%
+10.3%
Q4 2018$58,0000.0%7180.0%0.03%
-14.7%
Q3 2018$58,0000.0%718
-1.1%
0.03%
-2.9%
Q2 2018$58,0000.0%726
+1.1%
0.04%
+2.9%
Q1 2018$58,000
-3.3%
7180.0%0.03%
-10.5%
Q4 2017$60,000
-1.6%
7180.0%0.04%
-15.6%
Q3 2017$61,0007180.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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