Summit Financial, 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
Summit Financial, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,363,755
-2.5%
18,860
+1.4%
0.10%
-1.0%
Q2 2023$1,399,336
-13.6%
18,601
-11.9%
0.10%
-28.2%
Q1 2023$1,619,770
-7.9%
21,107
-10.8%
0.14%
-13.9%
Q4 2022$1,759,288
-99.9%
23,672
-2.6%
0.16%
-2.4%
Q3 2022$1,785,714,000
+1.5%
24,302
+7.3%
0.17%
+2.4%
Q2 2022$1,759,379,000
-10.4%
22,658
-5.5%
0.16%
+7.8%
Q1 2022$1,963,140,000
-4.0%
23,970
+2.7%
0.15%
-1.9%
Q4 2021$2,045,378,000
+8.0%
23,344
+10.3%
0.16%
-3.7%
Q3 2021$1,893,071,000
-3.9%
21,166
-3.3%
0.16%
-16.9%
Q2 2021$1,968,893,000
+16.6%
21,886
+15.0%
0.20%
-12.6%
Q1 2021$1,689,235,000
-9.7%
19,038
-5.5%
0.22%
-15.2%
Q4 2020$1,870,241,000
-0.6%
20,143
+0.1%
0.26%
-15.4%
Q3 2020$1,881,640,000
+1.9%
20,129
+1.6%
0.31%
-4.9%
Q2 2020$1,845,748,000
+1.5%
19,806
-2.7%
0.33%
-18.2%
Q1 2020$1,818,582,000
+7.8%
20,358
+5.2%
0.40%
+39.4%
Q4 2019$1,687,324,000
-34.0%
19,346
-54.6%
0.29%
-33.7%
Q3 2019$2,557,653,000
+29.4%
42,614
+86.5%
0.43%
+30.0%
Q2 2019$1,976,401,000
+6.9%
22,849
+3.7%
0.33%
+5.0%
Q1 2019$1,849,694,000
+27.1%
22,039
+23.2%
0.32%
+12.4%
Q4 2018$1,454,770,00017,8960.28%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
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