Castle Rock Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 379 filers reported holding VANGUARD BD INDEX FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2021$1,382,000
-39.7%
15,465
-37.8%
0.56%
-41.5%
Q4 2020$2,291,000
+4.8%
24,877
+5.8%
0.95%
-33.6%
Q3 2020$2,187,000
+30.3%
23,509
+32.2%
1.43%
+45.8%
Q2 2020$1,678,000
+11.5%
17,788
+7.8%
0.98%
-24.3%
Q1 2020$1,505,000
+568.9%
16,495
+494.0%
1.30%
+322.8%
Q2 2018$225,000
+11.4%
2,777
+12.4%
0.31%
-8.1%
Q1 2018$202,000
-37.5%
2,471
-35.9%
0.33%
-46.9%
Q4 2017$323,0003,8530.63%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2018
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