Secure Asset Management, LLC - 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
Secure Asset Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,023,547
-7.5%
27,984
-3.7%
0.60%
-9.0%
Q2 2023$2,186,836
+83.5%
29,069
+99.7%
0.66%
+23.8%
Q1 2022$1,192,000
-2.5%
14,555
+4.3%
0.54%
+8.5%
Q4 2021$1,223,000
+24.0%
13,955
+26.6%
0.50%
+1.6%
Q3 2021$986,000
+64.9%
11,022
+65.7%
0.49%
+60.7%
Q2 2021$598,000
-16.5%
6,651
-17.5%
0.30%
-23.9%
Q1 2021$716,000
-40.3%
8,064
-37.6%
0.40%
-43.7%
Q4 2020$1,200,000
-5.1%
12,921
-4.5%
0.71%
-18.4%
Q3 2020$1,264,000
+51.2%
13,523
+50.8%
0.87%
+46.8%
Q2 2020$836,000
+16.3%
8,966
+11.4%
0.59%
-23.8%
Q1 2020$719,000
+4.1%
8,049
+1.6%
0.77%
+58.9%
Q4 2019$691,0007,9260.49%
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