9258 Wealth Management, LLC - 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
9258 Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$389,389
-3.9%
5,3850.0%0.08%0.0%
Q2 2023$405,114
-10.1%
5,385
-8.3%
0.08%
-16.5%
Q1 2023$450,771
+1.1%
5,874
-2.1%
0.09%
-6.2%
Q4 2022$446,069
+1.1%
6,002
-0.1%
0.10%
-14.2%
Q3 2022$441,000
-25.1%
6,008
-20.8%
0.11%
-25.2%
Q2 2022$589,000
-23.1%
7,586
-18.9%
0.15%
-15.2%
Q1 2022$766,000
-14.9%
9,349
-9.0%
0.18%
-13.6%
Q4 2021$900,000
+28.6%
10,270
+31.3%
0.21%
+10.2%
Q3 2021$700,000
+44.9%
7,823
+45.8%
0.19%
+43.8%
Q2 2021$483,0005,3640.13%
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