Belpointe Asset Management LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2023$558,432
-42.4%
7,277
-44.2%
0.03%
-49.2%
Q4 2022$968,964
-27.6%
13,038
-28.4%
0.06%
-34.4%
Q3 2022$1,338,000
+4.9%
18,202
+10.8%
0.09%
+4.7%
Q2 2022$1,276,000
-24.8%
16,433
-20.7%
0.09%
-16.5%
Q1 2022$1,697,000
-64.7%
20,730
-62.2%
0.10%
-65.7%
Q4 2021$4,807,000
-8.4%
54,853
-6.5%
0.30%
-16.2%
Q3 2021$5,246,000
-1.8%
58,648
-1.2%
0.36%
-7.0%
Q2 2021$5,343,000
+313.9%
59,387
+308.0%
0.38%
+246.8%
Q1 2021$1,291,000
-0.5%
14,556
+4.2%
0.11%
-4.3%
Q4 2020$1,297,000
+41.7%
13,970
+40.5%
0.12%
+87.1%
Q3 2020$915,000
+144.7%
9,942
+148.1%
0.06%
+29.2%
Q2 2020$374,000
+18.0%
4,008
+12.9%
0.05%
-14.3%
Q1 2020$317,000
+34.9%
3,549
+32.1%
0.06%
+86.7%
Q4 2019$235,000
+16.9%
2,687
+17.5%
0.03%
-9.1%
Q3 2019$201,000
-2.9%
2,287
-4.2%
0.03%
-19.5%
Q2 2019$207,000
+33.5%
2,388
+25.6%
0.04%
+5.1%
Q4 2018$155,000
-42.8%
1,901
-43.5%
0.04%
-9.3%
Q3 2018$271,000
-56.0%
3,362
-54.3%
0.04%
-68.1%
Q4 2017$616,000
+34.2%
7,354
+35.6%
0.14%
+26.2%
Q3 2017$459,0005,4250.11%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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