Geneos Wealth Management 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
Geneos Wealth Management Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$23,578,226
+0.8%
326,071
+4.8%
1.21%
-1.0%
Q2 2023$23,399,779
+3.0%
311,043
+5.1%
1.23%
-11.1%
Q1 2023$22,717,034
+4.2%
296,026
+0.9%
1.38%
+4.5%
Q4 2022$21,800,325
+0.8%
293,331
-0.3%
1.32%
-11.3%
Q3 2022$21,628,000
-8.2%
294,351
-2.1%
1.49%
+27.9%
Q2 2022$23,556,000
-3.3%
300,732
+1.2%
1.16%
+11.3%
Q1 2022$24,348,000
-8.4%
297,296
-2.0%
1.05%
+3.4%
Q4 2021$26,583,000
+2.4%
303,393
+4.9%
1.01%
+1.8%
Q3 2021$25,954,000
+620.5%
289,349
+623.1%
0.99%
+610.0%
Q2 2021$3,602,000
+5.8%
40,017
+4.7%
0.14%
+47.4%
Q1 2021$3,406,000
+5.3%
38,234
+1.7%
0.10%
-26.9%
Q4 2020$3,236,000
-15.1%
37,594
-7.9%
0.13%
-34.3%
Q3 2020$3,813,000
-3.0%
40,822
-3.5%
0.20%
-9.6%
Q2 2020$3,931,000
+1.2%
42,299
-3.5%
0.22%
-16.1%
Q1 2020$3,886,000
+9.6%
43,832
+7.9%
0.26%
+38.1%
Q4 2019$3,546,000
+6.8%
40,609
+7.5%
0.19%
-4.5%
Q3 2019$3,319,000
-21.9%
37,786
-23.1%
0.20%
-25.0%
Q2 2019$4,249,000
+4.1%
49,129
+1.0%
0.26%
-1.9%
Q1 2019$4,082,000
-13.1%
48,641
-15.9%
0.27%
-22.5%
Q4 2018$4,696,000
+1.6%
57,825
+0.7%
0.35%
+12.7%
Q3 2018$4,622,000
-3.3%
57,437
-2.7%
0.31%
-17.4%
Q2 2018$4,781,000
-5.1%
59,047
-4.2%
0.37%
-15.2%
Q1 2018$5,040,000
+22.5%
61,617
+25.5%
0.44%
+19.6%
Q4 2017$4,114,000
+3.8%
49,082
+5.0%
0.37%
-6.6%
Q3 2017$3,963,000
+3.1%
46,737
+2.8%
0.39%0.0%
Q2 2017$3,843,000
+7.5%
45,470
+6.3%
0.39%
+5.9%
Q1 2017$3,575,000
+0.3%
42,765
-0.4%
0.37%
-20.9%
Q4 2016$3,566,000
-3.8%
42,931
+1.5%
0.47%
-5.8%
Q3 2016$3,708,000
+46.9%
42,302
+47.6%
0.50%
+36.3%
Q2 2016$2,525,000
-4.5%
28,665
-6.9%
0.37%
-9.4%
Q1 2016$2,645,00030,7880.40%
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