GREAT VALLEY ADVISOR GROUP, INC. - 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
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$744,169
-15.0%
10,295
-11.6%
0.03%
-16.2%
Q2 2023$875,569
-20.0%
11,641
-18.4%
0.04%
-27.5%
Q1 2023$1,094,320
-13.4%
14,263
-16.1%
0.05%
-21.5%
Q4 2022$1,263,508
-0.0%
17,002
-1.1%
0.06%
-8.5%
Q3 2022$1,264,000
-1.8%
17,197
+3.8%
0.07%0.0%
Q2 2022$1,287,000
-50.9%
16,569
-47.1%
0.07%
-53.6%
Q1 2022$2,620,000
+18.0%
31,325
+23.9%
0.15%
+11.7%
Q4 2021$2,221,000
-0.5%
25,277
+1.2%
0.14%
-11.0%
Q3 2021$2,233,000
+7.0%
24,969
+7.4%
0.15%0.0%
Q2 2021$2,087,000
+213.8%
23,243
+209.8%
0.15%
+140.6%
Q1 2021$665,000
-23.3%
7,502
-19.6%
0.06%
-28.9%
Q4 2020$867,000
+11.9%
9,332
+12.1%
0.09%
-5.3%
Q3 2020$775,000
+0.3%
8,322
+0.2%
0.10%
-25.2%
Q2 2020$773,000
+69.1%
8,303
+62.5%
0.13%
+5.0%
Q1 2020$457,000
-59.7%
5,111
-60.7%
0.12%
-52.2%
Q4 2019$1,134,000
+19.5%
13,003
+20.6%
0.25%
+10.5%
Q3 2019$949,000
+2.9%
10,781
+1.1%
0.23%
-1.3%
Q2 2019$922,000
+3.0%
10,6620.0%0.23%
-18.6%
Q1 2019$895,000
-5.7%
10,662
-8.5%
0.28%
-19.5%
Q4 2018$949,00011,6500.35%
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