CreativeOne Wealth, 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
CreativeOne Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$12,893
-51.1%
178,305
-48.4%
0.93%
+41.0%
Q2 2023$26,366
+90.4%
345,798
+91.6%
0.66%
-3.7%
Q1 2023$13,847
+9.5%
180,440
+6.1%
0.68%
-1.9%
Q4 2022$12,640
-99.9%
170,076
+5.8%
0.70%
-2.0%
Q3 2022$11,807,000
-0.1%
160,679
+5.6%
0.71%
+10.9%
Q2 2022$11,813,000
-6.1%
152,128
-1.0%
0.64%
-1.8%
Q1 2022$12,584,000
+0.6%
153,646
+7.7%
0.65%
+5.7%
Q4 2021$12,505,000
+7.6%
142,722
+9.7%
0.62%
-9.5%
Q3 2021$11,618,000
+18.6%
130,150
+19.5%
0.68%
+12.7%
Q2 2021$9,794,000
+10.2%
108,872
+8.7%
0.60%
-10.1%
Q1 2021$8,888,000
+5.5%
100,167
+10.4%
0.67%
-3.6%
Q4 2020$8,428,000
+8.8%
90,771
+9.5%
0.70%
-35.1%
Q3 2020$7,748,000
+17.9%
82,880
+17.5%
1.08%
+5.4%
Q2 2020$6,572,000
+18.5%
70,520
+13.6%
1.02%
-3.6%
Q1 2020$5,545,000
-0.6%
62,070
-3.0%
1.06%
+12.4%
Q4 2019$5,580,000
+8.1%
63,977
+9.0%
0.94%
-5.4%
Q3 2019$5,163,000
+8.7%
58,674
+6.9%
1.00%
-0.2%
Q2 2019$4,750,000
+12.9%
54,910
+9.5%
1.00%
-9.2%
Q1 2019$4,207,000
+8.8%
50,124
+5.4%
1.10%
-15.5%
Q4 2018$3,867,000
+21.0%
47,570
+19.8%
1.30%
+10.2%
Q3 2018$3,195,000
+10.7%
39,698
+11.4%
1.18%
-4.9%
Q2 2018$2,885,000
+10.9%
35,637
+12.0%
1.24%
-3.9%
Q1 2018$2,601,00031,8091.29%
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