WealthShield Partners, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$174,701
-3.9%
2,4160.0%0.03%
-3.7%
Q2 2023$181,756
-2.0%
2,4160.0%0.03%
-10.0%
Q1 2023$185,404
+672.5%
2,416
+808.3%
0.03%
+650.0%
Q2 2021$24,0002660.00%
Q1 2021$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2020$250,000
-49.6%
2,691
-49.3%
0.05%
-73.6%
Q3 2020$496,000
+7.4%
5,306
+7.0%
0.17%
-18.3%
Q2 2020$462,000
+40.9%
4,957
+34.8%
0.21%
+6.0%
Q1 2020$328,000
+58.5%
3,676
+55.2%
0.20%
+99.0%
Q4 2019$207,000
+16.3%
2,369
+16.8%
0.10%
+7.4%
Q3 2019$178,000
+235.8%
2,028
+231.9%
0.09%
+203.2%
Q2 2019$53,000
+3.9%
6110.0%0.03%
+6.9%
Q1 2019$51,000
+2.0%
611
-0.3%
0.03%
-14.7%
Q4 2018$50,000
-50.5%
613
-51.1%
0.03%
-41.4%
Q3 2018$101,000
-9.0%
1,253
-7.7%
0.06%
-17.1%
Q1 2018$111,000
-50.9%
1,358
-49.8%
0.07%
-49.3%
Q4 2017$226,0002,7070.14%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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