Integrated Wealth Concepts 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
Integrated Wealth Concepts LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,300,684
-16.5%
17,988
-13.1%
0.02%
-14.8%
Q2 2023$1,556,981
+106542.5%
20,696
+8.8%
0.03%
-10.0%
Q1 2023$1,460
-13.7%
19,023
-16.4%
0.03%
-34.8%
Q4 2022$1,691
-99.9%
22,752
-2.6%
0.05%
-16.4%
Q3 2022$1,716,000
-0.2%
23,354
+5.4%
0.06%
+1.9%
Q2 2022$1,720,000
-10.6%
22,154
-5.7%
0.05%
-8.5%
Q1 2022$1,924,000
-10.8%
23,498
-4.6%
0.06%
-7.8%
Q4 2021$2,158,000
+7.5%
24,625
+9.7%
0.06%
-1.5%
Q3 2021$2,008,000
+15.5%
22,456
+16.2%
0.06%
+4.8%
Q2 2021$1,738,000
+2.7%
19,320
+1.3%
0.06%
-11.4%
Q1 2021$1,693,000
+0.1%
19,078
+4.7%
0.07%
-12.5%
Q4 2020$1,691,000
+3.4%
18,213
+4.1%
0.08%
-20.8%
Q3 2020$1,636,000
+8.8%
17,496
+8.5%
0.10%
-6.5%
Q2 2020$1,503,000
+11.7%
16,129
+7.0%
0.11%
-12.9%
Q1 2020$1,346,000
+20.3%
15,071
+17.5%
0.12%
+31.9%
Q4 2019$1,119,000
+8.5%
12,829
+9.5%
0.09%
-19.0%
Q3 2019$1,031,000
+25.0%
11,720
+8.6%
0.12%
+7.4%
Q2 2019$825,000
-10.7%
10,787
-2.0%
0.11%
-30.8%
Q1 2019$924,000
+90.5%
11,005
+84.4%
0.16%
+18.2%
Q4 2018$485,000
+78.3%
5,969
+76.1%
0.13%
+61.0%
Q3 2018$272,000
-43.0%
3,389
+30.2%
0.08%
-49.7%
Q2 2018$477,000
+73.5%
2,602
-22.9%
0.16%
+48.2%
Q1 2018$275,000
+3.4%
3,373
+5.8%
0.11%
-3.5%
Q4 2017$266,0003,1890.11%
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