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 295 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.60 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 Q3 2023
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders