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 668 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - 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 Q4 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