Steward Partners Investment Advisory, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 274 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$43,790
+8.4%
653
+21.2%
0.00%0.0%
Q2 2023$40,382
-2.2%
5390.0%0.00%0.0%
Q1 2023$41,286
-8.0%
539
-12.9%
0.00%0.0%
Q4 2022$44,856
-27.7%
619
-27.9%
0.00%0.0%
Q3 2022$62,000
-6.1%
859
+4.2%
0.00%0.0%
Q2 2022$66,000
-15.4%
824
-2.8%
0.00%0.0%
Q1 2022$78,000
+5.4%
848
+18.1%
0.00%0.0%
Q4 2021$74,000
-3.9%
718
-4.0%
0.00%0.0%
Q3 2021$77,000
-36.9%
748
-36.8%
0.00%
-50.0%
Q2 2021$122,000
-100.0%
1,183
-88.1%
0.00%
-77.8%
Q1 2021$976,802,000
+610401.2%
9,954
+581.8%
0.01%
+200.0%
Q4 2020$160,000
-38.5%
1,460
-37.3%
0.00%
-57.1%
Q3 2020$260,000
+47.7%
2,327
+47.4%
0.01%
+40.0%
Q2 2020$176,000
-27.9%
1,579
-31.0%
0.01%
-44.4%
Q1 2020$244,000
-13.5%
2,288
-18.8%
0.01%
+12.5%
Q4 2019$282,000
-17.8%
2,817
-15.9%
0.01%
-33.3%
Q3 2019$343,000
-6.0%
3,349
-11.1%
0.01%
-7.7%
Q2 2019$365,000
+1158.6%
3,768
+1081.2%
0.01%
+333.3%
Q3 2017$29,0000.0%3190.0%0.00%0.0%
Q2 2017$29,0003190.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 256,260$23,074,00022.70%
Barry Investment Advisors, LLC 150,603$13,560,0005.03%
Beacon Capital Management, Inc. 791,075$71,228,0003.68%
S. R. Schill & Associates 63,369$5,706,0003.64%
HT Partners LLC 58,275$5,247,0002.42%
IFC Holdings Incorporated/FL 301,042$27,091,0002.38%
KWMG, LLC 51,341$4,623,0001.78%
SignalPoint Asset Management, LLC 64,570$5,814,0001.62%
EVERGREEN CAPITAL MANAGEMENT LLC 86,075$7,750,0001.61%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 131,200$11,813,0001.47%
View complete list of VANGUARD BD INDEX FDS shareholders