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 550 filers reported holding VANGUARD BD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.14 and the average weighting 1.0%.

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 2020
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders