Marcum Wealth, 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
Marcum Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$644,849
-9.6%
9,616
+1.0%
0.08%
-7.1%
Q2 2023$713,014
-5.5%
9,517
-3.3%
0.08%
-10.6%
Q1 2023$754,138
-0.8%
9,840
-6.2%
0.09%
-6.9%
Q4 2022$760,113
-17.0%
10,493
-17.6%
0.10%
-27.3%
Q3 2022$916,000
-14.9%
12,732
-5.7%
0.14%
-13.7%
Q2 2022$1,076,000
-15.1%
13,499
-2.3%
0.16%
-8.0%
Q1 2022$1,267,000
-10.1%
13,822
+0.9%
0.18%
-10.7%
Q4 2021$1,409,000
+8.1%
13,693
+7.4%
0.20%
-4.4%
Q3 2021$1,304,000
-1.3%
12,745
-0.6%
0.20%
-4.2%
Q2 2021$1,321,000
+5.9%
12,820
+0.9%
0.21%
+4.4%
Q1 2021$1,247,000
+11.3%
12,709
+24.4%
0.20%
-22.1%
Q4 2020$1,120,000
-3.7%
10,219
-1.8%
0.26%
-26.1%
Q3 2020$1,163,000
-18.3%
10,403
-18.4%
0.36%
-18.7%
Q2 2020$1,423,000
+5.4%
12,749
+0.8%
0.44%
-16.3%
Q1 2020$1,350,000
+17.9%
12,650
+10.9%
0.52%
+21.9%
Q4 2019$1,145,00011,4090.43%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders