LIBERTY WEALTH MANAGEMENT LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$240
-99.9%
3,322
-3.1%
0.06%
-6.2%
Q2 2023$258,070
-0.5%
3,430
+1.4%
0.06%
+18.5%
Q1 2023$259,461
+4.2%
3,381
-0.4%
0.05%
-18.2%
Q3 2022$249,000
-0.4%
3,396
+5.1%
0.07%
-34.7%
Q2 2022$250,000
-5.3%
3,232
-2.3%
0.10%
+6.3%
Q1 2022$264,000
-4.0%
3,309
+5.4%
0.10%
+691.7%
Q4 2021$275,000
-29.3%
3,140
-28.3%
0.01%
-91.4%
Q3 2021$389,000
+44.1%
4,377
+45.7%
0.14%
+32.4%
Q2 2021$270,000
+70.9%
3,005
+74.4%
0.10%
+36.4%
Q1 2021$158,0000.0%1,7230.0%0.08%0.0%
Q4 2020$158,000
+6.8%
1,723
+8.8%
0.08%
-11.5%
Q3 2020$148,000
+24.4%
1,583
+24.1%
0.09%
+3.6%
Q2 2020$119,000
-3.3%
1,276
-7.6%
0.08%
-21.5%
Q1 2020$123,000
+0.8%
1,381
-1.0%
0.11%
+11.5%
Q4 2019$122,000
+1.7%
1,395
+2.0%
0.10%
-15.8%
Q3 2019$120,000
-5.5%
1,368
-6.6%
0.11%
+2.7%
Q2 2019$127,000
+7.6%
1,464
+3.3%
0.11%
+24.7%
Q1 2019$118,000
-8.5%
1,417
-11.2%
0.09%
-7.3%
Q4 2018$129,0001,5950.10%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
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