Golden State Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 617 filers reported holding VANGUARD BD INDEX FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2022$624,000
-6.3%
7,621
+0.3%
0.12%
+6.1%
Q4 2021$666,000
-7.6%
7,601
-5.8%
0.12%
-26.8%
Q3 2021$721,000
+5.9%
8,065
+6.6%
0.16%
+4.7%
Q2 2021$681,000
-4.2%
7,565
-5.6%
0.15%
-35.9%
Q1 2021$711,000
-9.3%
8,016
-5.1%
0.23%
+3.1%
Q4 2020$784,000
-5.5%
8,447
-4.8%
0.23%
-18.1%
Q3 2020$830,000
+8.8%
8,876
+3.9%
0.28%
-17.6%
Q1 2020$763,000
+0.7%
8,539
-0.9%
0.34%
+34.4%
Q3 2019$758,000
+2.4%
8,618
+0.6%
0.25%
+6.4%
Q2 2019$740,000
+8.2%
8,565
+5.1%
0.24%
+3.1%
Q1 2019$684,0008,1480.23%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2021
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