CARY STREET PARTNERS INVESTMENT ADVISORY LLC - VANGUARD BD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$27,527,907
+27.9%
419,883
+46.7%
1.48%
+6.9%
Q2 2023$21,525,749
+249.8%
286,133
+256.8%
1.38%
+213.1%
Q1 2023$6,154,346
+38.2%
80,197
+33.8%
0.44%
+34.8%
Q4 2022$4,453,004
-19.9%
59,917
-20.8%
0.33%
-28.4%
Q3 2022$5,557,000
-6.9%
75,622
-1.6%
0.46%
-9.5%
Q2 2022$5,970,000
-12.8%
76,884
-8.1%
0.51%
-73.1%
Q1 2022$6,848,000
-7.2%
83,616
-0.7%
1.88%
-8.1%
Q4 2021$7,382,000
+2.6%
84,245
+4.7%
2.05%
-13.2%
Q3 2021$7,195,000
+15.9%
80,444
+16.5%
2.36%
+17.5%
Q2 2021$6,210,000
+6.4%
69,029
+4.9%
2.01%
-16.5%
Q1 2021$5,839,000
-3.8%
65,804
+0.7%
2.40%
+105.6%
Q4 2020$6,068,000
+10.7%
65,358
+11.5%
1.17%
+0.9%
Q3 2020$5,480,000
+23.1%
58,627
+22.8%
1.16%
-81.6%
Q2 2020$4,450,000
+2.9%
47,754
-3.6%
6.31%
+33.2%
Q4 2019$4,323,000
+2.8%
49,562
-4.2%
4.74%
+15.9%
Q4 2018$4,204,000–51,727–4.09%–
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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