Geneos Wealth Management Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 295 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$635,038
+21.3%
9,470
+35.5%
0.03%
+22.2%
Q2 2023$523,563
+496.6%
6,988
+510.3%
0.03%
+440.0%
Q1 2023$87,753
+1787.2%
1,145
+1689.1%
0.01%
Q4 2022$4,650
-61.2%
64
-62.8%
0.00%
-100.0%
Q3 2022$12,000
+100.0%
172
+109.8%
0.00%
Q2 2022$6,000
-80.0%
82
-75.2%
0.00%
-100.0%
Q1 2022$30,000
-58.9%
331
-53.8%
0.00%
-66.7%
Q4 2021$73,000
-9.9%
717
-9.5%
0.00%0.0%
Q3 2021$81,000
+5.2%
792
+5.7%
0.00%0.0%
Q2 2021$77,000
-38.9%
749
-40.9%
0.00%
-25.0%
Q1 2021$126,000
+28.6%
1,268
-12.6%
0.00%0.0%
Q4 2020$98,000
+15.3%
1,451
+90.4%
0.00%0.0%
Q3 2020$85,000
+10.4%
762
+9.8%
0.00%0.0%
Q2 2020$77,000
+10.0%
694
+5.5%
0.00%
-20.0%
Q1 2020$70,000
+7.7%
658
+1.4%
0.01%
+66.7%
Q4 2019$65,000
+6.6%
649
+8.3%
0.00%
-25.0%
Q3 2019$61,000
+10.9%
599
+5.3%
0.00%
+33.3%
Q2 2019$55,000
+10.0%
569
+3.6%
0.00%0.0%
Q1 2019$50,000
+51.5%
549
+41.1%
0.00%
+50.0%
Q4 2018$33,000
-5.7%
389
-3.5%
0.00%0.0%
Q3 2018$35,000
-10.3%
403
-9.0%
0.00%
-33.3%
Q2 2018$39,000
-11.4%
443
-10.1%
0.00%
-25.0%
Q1 2018$44,000
+7.3%
493
+12.0%
0.00%0.0%
Q4 2017$41,0000.0%4400.0%0.00%0.0%
Q3 2017$41,000
-8.9%
440
-10.2%
0.00%
-20.0%
Q2 2017$45,000
+2.3%
4900.0%0.01%0.0%
Q1 2017$44,000
+2.3%
4900.0%0.01%
-16.7%
Q4 2016$43,000
-35.8%
490
-28.6%
0.01%
-33.3%
Q3 2016$67,0000.0%6860.0%0.01%
-10.0%
Q2 2016$67,000
+6.3%
6860.0%0.01%0.0%
Q1 2016$63,0006860.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Coco Enterprises, LLC 72,630$7,963,0008.07%
NYL Investors LLC 206,900$22,685,0006.47%
Granby Capital Management, LLC 65,000$7,127,0006.30%
Safir Wealth Advisors, LLC 56,104$6,151,0005.71%
Beacon Capital Management, Inc. 1,029,169$112,838,0004.91%
Wiser Wealth Management, Inc 59,355$6,508,0004.88%
Provident Wealth Management, LLC 31,216$3,423,0003.98%
Bay Harbor Wealth Management, LLC 63,290$6,939,0003.15%
HT Partners LLC 81,618$8,949,0003.02%
Center For Asset Management LLC 23,943$2,625,0002.62%
View complete list of VANGUARD BD INDEX FDS shareholders