Bay Harbor Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 173 filers reported holding VANGUARD BD INDEX FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$6,500,489
-5.7%
92,481
-3.0%
2.27%
-8.5%
Q1 2024$6,895,237
+7.5%
95,330
+10.8%
2.48%
+1.0%
Q4 2023$6,414,003
+7.3%
86,001
-3.5%
2.45%
-2.5%
Q3 2023$5,978,466
-11.0%
89,151
-0.6%
2.51%
-8.2%
Q2 2023$6,720,099
-3.1%
89,697
-0.9%
2.74%
-7.0%
Q1 2023$6,936,609
+101580.0%
90,509
-3.9%
2.94%
-3.7%
Q4 2022$6,822
-99.9%
94,176
-1.2%
3.06%
-5.4%
Q3 2022$6,857,000
+14.4%
95,299
+26.8%
3.23%
+19.4%
Q2 2022$5,993,000
-34.2%
75,179
-24.3%
2.71%
-26.5%
Q1 2022$9,111,000
-3.5%
99,362
+1.3%
3.68%
-3.1%
Q4 2021$9,443,000
+1.2%
98,089
+7.5%
3.80%
-3.5%
Q3 2021$9,334,000
+7.0%
91,210
+7.7%
3.94%
+5.9%
Q2 2021$8,726,000
+10.8%
84,690
+5.6%
3.72%
+3.0%
Q1 2021$7,873,000
+13.5%
80,219
+26.7%
3.61%
+14.7%
Q4 2020$6,939,000
+5.9%
63,290
+8.0%
3.15%
-3.5%
Q3 2020$6,553,000
+8.6%
58,588
+8.4%
3.26%
+1.4%
Q2 2020$6,034,000
+4.7%
54,042
+0.1%
3.22%
-8.0%
Q1 2020$5,764,000
+10.9%
54,011
+4.2%
3.50%
+24.7%
Q4 2019$5,199,000
+6.1%
51,814
+8.5%
2.81%
-4.2%
Q3 2019$4,902,000
+7.6%
47,745
+1.7%
2.93%
+3.8%
Q2 2019$4,555,000
+10.8%
46,931
+5.2%
2.82%
+0.8%
Q1 2019$4,110,000
+11.8%
44,606
+6.1%
2.80%
-4.2%
Q4 2018$3,677,00042,0232.93%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 287,191$22,010,31812.89%
Safir Wealth Advisors, LLC 73,339$5,620,7135.55%
Evolution Advisers, Inc. 83,696$6,4144.61%
Signify Wealth 65,107$4,989,8004.41%
Greystone Financial Group, LLC 206,219$15,804,6243.98%
Axiom Financial Strategies, LLC 92,007$7,051,4463.92%
Parker Financial LLC 55,902$4,293,7333.38%
Bay Harbor Wealth Management, LLC 90,509$6,936,6092.94%
HT Partners LLC 126,946$9,729,1412.87%
LINCOLN NATIONAL CORP 1,719,035$131,746,8562.77%
View complete list of VANGUARD BD INDEX FDS shareholders