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 247 filers reported holding VANGUARD BD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.3%.

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 Q2 2021
NameSharesValueWeighting ↓
Coco Enterprises, LLC 72,630$7,963,0008.07%
NYL Investors LLC 206,900$22,685,0006.47%
Granby Capital Management, LLC 65,000$7,127,0006.30%
Safir Wealth Advisors, LLC 56,104$6,151,0005.71%
Beacon Capital Management, Inc. 1,029,169$112,838,0004.91%
Wiser Wealth Management, Inc 59,355$6,508,0004.88%
Provident Wealth Management, LLC 31,216$3,423,0003.98%
Bay Harbor Wealth Management, LLC 63,290$6,939,0003.15%
HT Partners LLC 81,618$8,949,0003.02%
Center For Asset Management LLC 23,943$2,625,0002.62%
View complete list of VANGUARD BD INDEX FDS shareholders