LIBERTY WEALTH MANAGEMENT LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 295 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$989
-99.9%
14,749
+1.8%
0.25%
-9.9%
Q2 2023$1,106,021
-1.2%
14,492
-0.8%
0.27%
+18.2%
Q1 2023$1,119,674
+302.8%
14,610
+440.9%
0.23%
+133.3%
Q3 2021$278,000
+95.8%
2,701
+96.2%
0.10%
+80.0%
Q2 2021$142,000
+2.2%
1,377
+5.0%
0.06%
-19.1%
Q1 2021$139,0000.0%1,3110.0%0.07%0.0%
Q4 2020$139,000
+16.8%
1,311
+23.0%
0.07%
-2.9%
Q3 2020$119,000
+6.2%
1,066
+6.4%
0.07%
-11.4%
Q2 2020$112,000
-2.6%
1,002
-6.9%
0.08%
-21.0%
Q1 2020$115,000
+7.5%
1,076
+1.3%
0.10%
+19.0%
Q4 2019$107,000
-7.0%
1,062
-5.3%
0.08%
-22.9%
Q3 2019$115,000
+7.5%
1,121
+1.4%
0.11%
+16.0%
Q2 2019$107,000
+0.9%
1,106
-4.7%
0.09%
+17.5%
Q1 2019$106,000
-3.6%
1,160
-8.2%
0.08%
-2.4%
Q4 2018$110,0001,2640.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 414,122$39,039,00012.67%
S. R. Schill & Associates 69,778$6,578,0006.02%
Beacon Capital Management, Inc. 447,757$42,210,0005.14%
LifePlan Financial Group, Inc 59,883$5,645,0003.74%
Twele Capital Management, Inc. 71,046$6,698,0001.94%
IFC Holdings Incorporated/FL 113,219$10,598,0001.75%
Thomasville National Bank 48,017$4,527,0001.62%
GOULD ASSET MANAGEMENT LLC /CA/ 33,205$3,130,0001.54%
Frontier Wealth Management LLC 75,050$7,075,0001.33%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 111,300$10,492,0001.26%
View complete list of VANGUARD BD INDEX FDS shareholders