Pasadena Private Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
Pasadena Private Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$733,342
-59.5%
9,748
-60.4%
0.21%
-67.5%
Q3 2022$1,810,000
+0.3%
24,634
+6.0%
0.64%
+3.1%
Q2 2022$1,805,000
+31.6%
23,249
+38.8%
0.62%
+38.3%
Q1 2022$1,372,000
+10.1%
16,750
+17.8%
0.45%
+9.6%
Q4 2021$1,246,000
-1.0%
14,221
+1.1%
0.41%
-7.5%
Q3 2021$1,258,000
-79.2%
14,067
-79.1%
0.44%
-78.7%
Q2 2021$6,041,00067,1552.07%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders