SUMMIT WEALTH & RETIREMENT PLANNING, 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
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$16,840,204
-14.5%
232,889
-11.1%
6.77%
-12.6%
Q2 2023$19,699,953
-2.9%
261,863
-0.9%
7.75%
+2.2%
Q1 2023$20,278,775
-0.9%
264,253
-4.0%
7.58%
-8.9%
Q4 2022$20,463,715
+1.7%
275,346
+0.5%
8.32%
+3.9%
Q3 2022$20,126,000
-8.7%
273,892
-3.5%
8.01%
-5.3%
Q2 2022$22,033,000
-3.1%
283,747
+2.2%
8.46%
+5.3%
Q1 2022$22,730,000
-4.0%
277,530
+2.7%
8.03%
-0.8%
Q4 2021$23,676,000
+4.3%
270,208
+6.5%
8.09%
-2.6%
Q3 2021$22,691,000
+5.0%
253,705
+5.6%
8.30%
+3.8%
Q2 2021$21,619,000
+2.3%
240,315
+0.9%
8.00%
+1.8%
Q1 2021$21,133,000
+0.7%
238,167
+5.3%
7.85%
-1.4%
Q4 2020$20,993,000
+3.5%
226,097
+4.2%
7.96%
-8.5%
Q3 2020$20,278,000
+5.0%
216,925
+4.7%
8.71%
-3.9%
Q2 2020$19,315,000
+4.5%
207,260
+0.2%
9.06%
-8.3%
Q1 2020$18,480,000
+6.8%
206,872
+4.3%
9.88%
+28.2%
Q4 2019$17,301,000198,3627.70%
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