AJ WEALTH STRATEGIES, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 640 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$207,769
-1.9%
2,762
+0.0%
0.01%
-9.1%
Q1 2023$211,843
-63.5%
2,761
-65.1%
0.01%
-67.6%
Q3 2022$581,000
-5.4%
7,912
+0.0%
0.03%
+6.2%
Q2 2022$614,000
+26.1%
7,911
+33.2%
0.03%
+33.3%
Q1 2022$487,000
-97.1%
5,941
-96.8%
0.02%
-97.3%
Q3 2021$16,613,000
-25.9%
185,739
-25.5%
0.90%
-33.0%
Q2 2021$22,420,000
+59.7%
249,220
+57.5%
1.34%
+34.1%
Q1 2021$14,037,000
-10.7%
158,194
-6.6%
1.00%
-27.0%
Q4 2020$15,723,000
+20.2%
169,341
+21.0%
1.37%
+2.6%
Q3 2020$13,086,000
+95.1%
139,987
+94.4%
1.33%
+79.2%
Q2 2020$6,709,000
+22.2%
71,998
+17.1%
0.74%0.0%
Q1 2020$5,491,000
-29.6%
61,472
-31.3%
0.74%
-18.4%
Q4 2019$7,802,000
-0.6%
89,457
+0.3%
0.91%
-12.0%
Q3 2019$7,852,000
+102.2%
89,228
+98.8%
1.04%
+81.1%
Q2 2019$3,883,000
-2.3%
44,885
-5.2%
0.57%
-12.9%
Q1 2019$3,973,000
+3.2%
47,339
+0.0%
0.66%
-11.5%
Q4 2018$3,848,000
-13.4%
47,333
-14.3%
0.74%
-9.7%
Q3 2018$4,444,000
-1.3%
55,215
-0.7%
0.82%
-11.4%
Q2 2018$4,501,000
-22.8%
55,590
-22.0%
0.93%
-33.3%
Q1 2018$5,831,000
-83.0%
71,313
-82.6%
1.39%
-83.8%
Q4 2017$34,347,000
+18.7%
409,723
+19.9%
8.57%
-8.8%
Q3 2017$28,932,000
+22.2%
341,741
+22.1%
9.40%
+4.7%
Q2 2017$23,667,000
+121.6%
279,988
+119.2%
8.98%
+93.2%
Q1 2017$10,680,000
+2.8%
127,741
+2.2%
4.65%
-13.4%
Q4 2016$10,388,000125,0515.36%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2022
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