White Lighthouse Investment Management Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 155 filers reported holding VANGUARD BD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,030,305
+36.9%
30,276
+52.9%
0.49%
+39.3%
Q2 2023$1,483,037
-2.6%
19,795
-0.4%
0.35%
-7.8%
Q1 2023$1,522,449
+17.0%
19,865
+10.6%
0.38%
+8.5%
Q4 2022$1,301,380
+11.9%
17,965
+11.1%
0.35%
+4.4%
Q3 2022$1,163,000
-19.1%
16,171
-10.3%
0.34%
-17.5%
Q2 2022$1,438,000
-6.1%
18,034
+7.9%
0.41%
+5.4%
Q1 2022$1,532,000
-11.7%
16,712
-0.9%
0.39%
-9.7%
Q4 2021$1,735,000
+0.6%
16,860
+0.0%
0.43%
-6.7%
Q3 2021$1,725,000
-0.7%
16,857
+0.0%
0.46%
-2.7%
Q2 2021$1,737,000
+4.4%
16,856
-0.6%
0.48%
-6.5%
Q1 2021$1,664,000
-22.6%
16,953
-13.6%
0.51%
-25.8%
Q4 2020$2,151,000
-14.6%
19,622
-12.8%
0.69%
-21.3%
Q3 2020$2,518,000
+19.1%
22,513
+18.9%
0.87%
+12.4%
Q2 2020$2,114,000
-3.8%
18,938
-8.0%
0.78%
-15.6%
Q1 2020$2,197,000
+6.9%
20,589
+0.5%
0.92%
+21.9%
Q4 2019$2,055,000
-4.7%
20,478
-2.5%
0.75%
-13.1%
Q3 2019$2,157,000
+5.0%
21,010
-0.7%
0.87%
+1.3%
Q2 2019$2,054,000
+4.7%
21,158
-0.6%
0.86%
-4.8%
Q1 2019$1,961,000
+6.9%
21,287
+1.5%
0.90%
-10.7%
Q4 2018$1,835,000
-4.1%
20,966
-4.2%
1.01%
+3.3%
Q3 2018$1,913,000
+3.1%
21,884
+4.5%
0.98%
-4.2%
Q2 2018$1,856,000
+32.5%
20,940
+35.9%
1.02%
+26.9%
Q1 2018$1,401,000
+6.9%
15,408
+11.8%
0.80%
+6.6%
Q4 2017$1,311,00013,7850.75%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2018
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