Selective Wealth Management, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 271 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2022$113,000
-15.0%
1,574
-5.4%
0.05%
+2.1%
Q2 2022$133,000
+90.0%
1,664
+118.4%
0.05%
+88.0%
Q1 2022$70,000
+218.2%
762
+264.6%
0.02%
+177.8%
Q4 2021$22,000
+10.0%
209
+16.1%
0.01%
-47.1%
Q2 2020$20,0001800.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Safir Wealth Advisors, LLC 68,663$7,074,0006.00%
Karpus Management, Inc. 1,485,675$153,069,0004.54%
Bay Harbor Wealth Management, LLC 84,690$8,726,0003.72%
LINCOLN NATIONAL CORP 1,458,776$150,298,0003.22%
Wiser Wealth Management, Inc 49,578$5,108,0003.11%
NYL Investors LLC 250,800$25,840,0003.02%
HT Partners LLC 95,089$9,797,0003.01%
Human Investing LLC 97,210$10,016,0002.44%
Beacon Capital Management, Inc. 591,723$60,965,0002.28%
Center For Asset Management LLC 22,645$2,333,0002.01%
View complete list of VANGUARD BD INDEX FDS shareholders