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

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$6,615,497
-5.4%
91,488
-1.6%
2.78%
-2.5%
Q2 2023$6,994,133
-3.7%
92,970
-1.7%
2.85%
-7.5%
Q1 2023$7,260,064
+98274.9%
94,606
-4.7%
3.08%
-6.8%
Q4 2022$7,380
-99.9%
99,306
-0.6%
3.31%
-4.4%
Q3 2022$7,343,000
+20.3%
99,936
+27.2%
3.46%
+25.6%
Q2 2022$6,102,000
-28.2%
78,589
-24.3%
2.76%
-19.8%
Q1 2022$8,498,000
-2.6%
103,764
+0.9%
3.44%
-2.1%
Q4 2021$8,722,000
+3.4%
102,817
+9.0%
3.51%
-1.4%
Q3 2021$8,436,000
+8.4%
94,315
+9.0%
3.56%
+7.3%
Q2 2021$7,783,000
+6.9%
86,521
+5.4%
3.32%
-0.7%
Q1 2021$7,284,000
+9.4%
82,088
+14.5%
3.34%
+10.6%
Q4 2020$6,658,000
+5.1%
71,705
+5.8%
3.02%
-4.3%
Q3 2020$6,335,000
+5.4%
67,770
+5.0%
3.16%
-1.6%
Q2 2020$6,012,000
+2.6%
64,515
-1.7%
3.21%
-9.9%
Q1 2020$5,861,000
+5.0%
65,608
+2.5%
3.56%
+18.0%
Q4 2019$5,582,000
+4.5%
64,004
+5.4%
3.01%
-5.6%
Q3 2019$5,344,000
+3.3%
60,725
+1.6%
3.19%
-0.4%
Q2 2019$5,171,000
+7.9%
59,780
+4.7%
3.21%
-1.8%
Q1 2019$4,791,000
+7.2%
57,078
+3.8%
3.27%
-8.2%
Q4 2018$4,468,00054,9643.56%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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