Joseph P. Lucia & Associates, 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
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$359,381
-3.9%
4,9700.0%0.25%
+0.4%
Q2 2023$373,893
-13.0%
4,970
-11.3%
0.25%
-16.4%
Q1 2023$429,897
+1.6%
5,602
-1.6%
0.30%
-5.7%
Q4 2022$423,029
+2.9%
5,692
+1.8%
0.32%
-1.9%
Q3 2022$411,000
+72.0%
5,592
+81.6%
0.32%
+91.1%
Q2 2022$239,000
-22.4%
3,080
-18.1%
0.17%
-9.6%
Q1 2022$308,000
-40.9%
3,760
-36.8%
0.19%
-43.5%
Q4 2021$521,000
-23.0%
5,950
-21.3%
0.33%
-17.5%
Q3 2021$677,000
-9.1%
7,565
-8.6%
0.40%
-9.9%
Q2 2021$745,000
-4.6%
8,280
-5.9%
0.44%
+27.9%
Q1 2021$781,000
+52.8%
8,797
+59.9%
0.35%
-2.5%
Q4 2020$511,000
+63.3%
5,502
+64.5%
0.36%
+22.3%
Q3 2020$313,000
+3.0%
3,345
+2.5%
0.29%
+7.0%
Q2 2020$304,000
+213.4%
3,265
+200.9%
0.27%
+152.8%
Q1 2020$97,000
+2.1%
1,0850.0%0.11%
+25.6%
Q4 2019$95,000
-35.8%
1,085
-35.6%
0.09%
-43.4%
Q3 2019$148,000
+1.4%
1,6850.0%0.15%
-0.7%
Q2 2019$146,000
-84.9%
1,685
-97.9%
0.15%
+112.5%
Q1 2019$965,00080,4650.07%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders