Sage Financial Management Group, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sage Financial Management Group, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$17,185
+41.1%
237,657
+49.7%
10.34%
+5.4%
Q1 2023$12,179
-3.2%
158,708
-6.2%
9.81%
+11.6%
Q4 2022$12,581
-99.9%
169,280
+14.8%
8.79%
-7.9%
Q3 2022$10,832,000
-16.5%
147,409
-11.8%
9.55%
+5.1%
Q2 2022$12,976,000
-26.3%
167,113
-22.3%
9.08%
-24.8%
Q1 2022$17,615,000
-3.1%
215,075
+3.6%
12.08%
-0.4%
Q4 2021$18,186,000207,56112.12%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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