CreativeOne Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 241 filers reported holding VANGUARD BD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$9,430
-47.6%
140,616
-40.0%
0.68%
+51.2%
Q2 2023$18,002
+82.4%
234,460
+82.1%
0.45%
-7.8%
Q1 2023$9,867
+13.3%
128,748
+7.1%
0.49%
+1.5%
Q4 2022$8,709
-99.9%
120,227
+15.0%
0.48%
+6.2%
Q3 2022$7,521,000
-1.4%
104,524
+9.3%
0.45%
+9.4%
Q2 2022$7,625,000
-10.2%
95,652
+3.2%
0.41%
-6.1%
Q1 2022$8,494,000
-3.3%
92,643
+8.6%
0.44%
+1.6%
Q4 2021$8,780,000
+9.4%
85,305
+9.0%
0.43%
-8.1%
Q3 2021$8,025,000
+24.1%
78,244
+24.6%
0.47%
+18.0%
Q2 2021$6,468,000
+12.5%
62,775
+7.2%
0.40%
-8.3%
Q1 2021$5,747,000
-0.6%
58,555
+11.0%
0.44%
-9.2%
Q4 2020$5,784,000
+10.0%
52,755
+12.2%
0.48%
-34.4%
Q3 2020$5,257,000
+9.7%
47,006
+9.5%
0.73%
-2.0%
Q2 2020$4,793,000
+12.1%
42,932
+7.2%
0.74%
-8.8%
Q1 2020$4,274,000
+3.2%
40,048
-3.0%
0.82%
+16.9%
Q4 2019$4,141,000
+6.0%
41,268
+8.5%
0.70%
-7.3%
Q3 2019$3,906,000
+9.8%
38,044
+3.8%
0.75%
+0.9%
Q2 2019$3,556,000
+16.9%
36,638
+11.0%
0.75%
-6.0%
Q1 2019$3,042,000
+12.4%
33,021
+6.7%
0.80%
-12.7%
Q4 2018$2,707,000
+3.8%
30,938
+3.7%
0.91%
-5.5%
Q3 2018$2,608,000
+8.0%
29,822
+9.5%
0.96%
-7.2%
Q2 2018$2,414,000
+11.6%
27,230
+14.4%
1.04%
-3.3%
Q1 2018$2,163,00023,7951.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 220,398$17,996,0005.38%
LINCOLN NATIONAL CORP 151,233$12,366,0001.86%
Twele Capital Management, Inc. 61,055$4,985,0001.57%
IFC Holdings Incorporated/FL 82,289$6,711,0001.42%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 450,570$36,789,0001.12%
SignalPoint Asset Management, LLC 29,773$2,431,0001.10%
GOULD ASSET MANAGEMENT LLC /CA/ 20,430$1,668,0000.97%
Rotella Capital Management, Inc. 5,500$450,0000.89%
SII INVESTMENTS INC/WI 53,965$4,421,0000.79%
NATIONAL PLANNING CORP 68,262$5,573,0000.50%
View complete list of VANGUARD BD INDEX FDS shareholders