Outlook Wealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,876,878
-21.7%
25,956
-18.6%
0.72%
-20.9%
Q2 2023$2,397,487
-13.3%
31,869
-11.6%
0.91%
-26.3%
Q1 2023$2,766,452
+298.6%
36,050
+325.5%
1.23%
+430.2%
Q1 2022$694,000
-4.4%
8,473
+2.2%
0.23%
+8.9%
Q4 2021$726,000
-39.0%
8,287
-37.8%
0.21%
-45.2%
Q3 2021$1,191,000
-2.9%
13,313
-2.3%
0.39%
-0.8%
Q2 2021$1,226,000
+5.6%
13,630
+4.2%
0.39%
-3.0%
Q1 2021$1,161,000
-60.5%
13,081
-58.7%
0.40%
-62.2%
Q4 2020$2,939,000
+34.0%
31,649
+34.8%
1.07%
+22.7%
Q3 2020$2,194,000
-1.9%
23,470
-2.2%
0.87%
-8.0%
Q2 2020$2,236,000
+49.2%
23,999
+43.0%
0.95%
+12.1%
Q1 2020$1,499,00016,7820.85%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2022
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