Valeo Financial Advisors, 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
Valeo Financial Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$276,600
-7.6%
3,677
-5.7%
0.01%
-7.1%
Q1 2023$299,276
-15.3%
3,900
-18.0%
0.01%
-26.3%
Q4 2022$353,371
+1.8%
4,755
+0.7%
0.02%
-13.6%
Q3 2022$347,000
-10.1%
4,723
-4.9%
0.02%
-8.3%
Q2 2022$386,000
+0.5%
4,965
+6.0%
0.02%
+20.0%
Q1 2022$384,000
-6.1%
4,683
+0.2%
0.02%
-9.1%
Q4 2021$409,000
+5.4%
4,672
+7.8%
0.02%0.0%
Q3 2021$388,000
+62.3%
4,333
+63.1%
0.02%
+57.1%
Q2 2021$239,000
+5.3%
2,657
+4.1%
0.01%
+27.3%
Q1 2021$227,000
+136.5%
2,553
+147.9%
0.01%
+120.0%
Q4 2020$96,000
-14.3%
1,030
-14.3%
0.01%
-50.0%
Q3 2020$112,000
+20.4%
1,202
+17.3%
0.01%0.0%
Q1 2020$93,000
+4550.0%
1,025
+5025.0%
0.01%
Q2 2018$2,000
-75.0%
20
-78.3%
0.00%
-100.0%
Q4 2017$8,000920.00%
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