Global Retirement Partners, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$677,410
-12.3%
9,473
-7.7%
0.03%
-10.5%
Q2 2023$772,070
-2.7%
10,2630.0%0.04%
-9.5%
Q1 2023$793,327
+29.7%
10,263
+24.7%
0.04%0.0%
Q4 2022$611,781
+14.1%
8,232
+11.8%
0.04%
+2.4%
Q3 2022$536,000
+16.0%
7,362
+23.7%
0.04%
+10.8%
Q2 2022$462,000
-4.3%
5,951
-2.6%
0.04%
-2.6%
Q1 2022$483,000
+292.7%
6,108
+345.5%
0.04%
+216.7%
Q3 2021$123,000
+7.0%
1,371
+7.4%
0.01%0.0%
Q2 2021$115,000
+1.8%
1,2770.0%0.01%
-7.7%
Q1 2021$113,000
-6.6%
1,277
-1.9%
0.01%
-13.3%
Q4 2020$121,000
-16.6%
1,302
-16.3%
0.02%
-28.6%
Q3 2020$145,000
+21.8%
1,556
+21.5%
0.02%
+10.5%
Q2 2020$119,000
+11.2%
1,281
+6.6%
0.02%
-5.0%
Q1 2020$107,000
+27.4%
1,202
+25.5%
0.02%
+53.8%
Q4 2019$84,0000.0%9580.0%0.01%
-7.1%
Q3 2019$84,000
-1.2%
958
-2.7%
0.01%
-12.5%
Q2 2019$85,000
+750.0%
985
+694.4%
0.02%
+700.0%
Q1 2019$10,000
-47.4%
124
-45.6%
0.00%
-60.0%
Q4 2018$19,000
-74.7%
228
-75.7%
0.01%
-70.6%
Q3 2018$75,000
+11.9%
938
+13.3%
0.02%0.0%
Q2 2018$67,000
-9.5%
828
-8.0%
0.02%
-15.0%
Q1 2018$74,000
-21.3%
900
-19.6%
0.02%
-23.1%
Q4 2017$94,000
-16.8%
1,120
-16.0%
0.03%
-44.7%
Q3 2017$113,000
-4.2%
1,334
-4.3%
0.05%
-14.5%
Q2 2017$118,000
+78.8%
1,394
+75.6%
0.06%
+48.6%
Q1 2017$66,000
-43.1%
794
-43.4%
0.04%
-52.6%
Q4 2016$116,0001,4020.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 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