Integrated Wealth Concepts LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 247 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$483,799
+13.0%
7,214
+26.2%
0.01%
+28.6%
Q2 2023$428,133
+126942.4%
5,715
+29.9%
0.01%0.0%
Q1 2023$337
+12.7%
4,401
+6.6%
0.01%
-12.5%
Q4 2022$299
-99.9%
4,128
+9.4%
0.01%
-11.1%
Q3 2022$271,000
-16.6%
3,772
-7.5%
0.01%
-10.0%
Q2 2022$325,000
-13.8%
4,078
-0.7%
0.01%
-16.7%
Q1 2022$377,000
-13.5%
4,108
-3.0%
0.01%
-7.7%
Q4 2021$436,000
-1.1%
4,236
-1.6%
0.01%
-7.1%
Q3 2021$441,000
+7.8%
4,306
+8.4%
0.01%0.0%
Q2 2021$409,000
+16.9%
3,974
+11.4%
0.01%0.0%
Q1 2021$350,000
-14.0%
3,567
-3.9%
0.01%
-26.3%
Q4 2020$407,000
-6.2%
3,712
-4.4%
0.02%
-29.6%
Q3 2020$434,000
-5.9%
3,882
-6.0%
0.03%
-18.2%
Q2 2020$461,000
+20.7%
4,128
+15.4%
0.03%
-5.7%
Q1 2020$382,000
-2.1%
3,578
-8.0%
0.04%
+6.1%
Q4 2019$390,000
+4.6%
3,891
+7.2%
0.03%
-21.4%
Q3 2019$373,000
+56.7%
3,629
+11.8%
0.04%
+35.5%
Q2 2019$238,000
-31.4%
3,245
-13.8%
0.03%
-47.5%
Q1 2019$347,000
+0.6%
3,765
-4.5%
0.06%
-37.2%
Q4 2018$345,0003,9410.09%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 256,260$23,074,00022.70%
Barry Investment Advisors, LLC 150,603$13,560,0005.03%
Beacon Capital Management, Inc. 791,075$71,228,0003.68%
S. R. Schill & Associates 63,369$5,706,0003.64%
HT Partners LLC 58,275$5,247,0002.42%
IFC Holdings Incorporated/FL 301,042$27,091,0002.38%
KWMG, LLC 51,341$4,623,0001.78%
SignalPoint Asset Management, LLC 64,570$5,814,0001.62%
EVERGREEN CAPITAL MANAGEMENT LLC 86,075$7,750,0001.61%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 131,200$11,813,0001.47%
View complete list of VANGUARD BD INDEX FDS shareholders