Cypress Wealth Services, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$586,145
-34.0%
8,106
-31.3%
0.16%
-30.5%
Q2 2023$888,249
+256.5%
11,793
+263.2%
0.23%
+219.2%
Q1 2023$249,175
-25.7%
3,247
-28.1%
0.07%
-32.4%
Q4 2022$335,406
+33.6%
4,513
+31.5%
0.11%
+27.1%
Q3 2022$251,000
+5.5%
3,433
+17.9%
0.08%
+30.8%
Q1 2022$238,000
+10.7%
2,911
+18.7%
0.06%
+10.2%
Q4 2021$215,000
-3.2%
2,453
-1.2%
0.06%
-10.6%
Q3 2021$222,000
-4.3%
2,483
-3.5%
0.07%
+4.8%
Q2 2021$232,000
+1.8%
2,5740.0%0.06%
+31.2%
Q1 2021$228,000
-4.6%
2,5740.0%0.05%
-9.4%
Q4 2020$239,000
-0.8%
2,5740.0%0.05%
-14.5%
Q3 2020$241,000
+0.4%
2,5740.0%0.06%
+8.8%
Q2 2020$240,000
+3.0%
2,574
-1.3%
0.06%
-17.4%
Q1 2020$233,000
+2.6%
2,607
+0.3%
0.07%
+21.1%
Q4 2019$227,000
-3.0%
2,598
-2.1%
0.06%
-10.9%
Q3 2019$234,000
+1.7%
2,6540.0%0.06%
-3.0%
Q2 2019$230,000
+3.1%
2,6540.0%0.07%
-7.0%
Q1 2019$223,000
+3.2%
2,6540.0%0.07%
-17.4%
Q4 2018$216,0002,6540.09%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 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