MARKET STREET WEALTH MANAGEMENT ADVISORS 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
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,534,104
+13.8%
35,045
+18.4%
0.65%
+14.7%
Q2 2023$2,226,883
-5.1%
29,601
-3.2%
0.56%
-8.4%
Q1 2023$2,346,709
-3.7%
30,580
-6.8%
0.62%
-12.6%
Q4 2022$2,437,250
-25.5%
32,794
-26.4%
0.71%
-31.9%
Q3 2022$3,272,000
+338.0%
44,533
+362.6%
1.04%
+348.9%
Q2 2022$747,000
-63.2%
9,626
-61.1%
0.23%
-67.9%
Q1 2022$2,029,00024,7770.72%
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