PBMares Wealth Management LLC - VANGUARD BD INDEX FDS ownership

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VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 668 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$806,763
-3.9%
11,1570.0%0.29%
-3.0%
Q2 2023$839,341
-4.0%
11,157
-2.1%
0.30%
-7.7%
Q1 2023$874,452
+0.2%
11,395
-3.0%
0.32%
-7.9%
Q4 2022$872,814
+1.1%
11,7440.0%0.35%
-6.1%
Q3 2022$863,000
+9.1%
11,744
+15.2%
0.38%
+10.9%
Q2 2022$791,000
-31.6%
10,193
-27.9%
0.34%
-52.4%
Q1 2022$1,157,000
-4.3%
14,133
+2.4%
0.71%
+39.3%
Q4 2021$1,209,000
-2.7%
13,802
-0.7%
0.51%
-13.7%
Q3 2021$1,243,000
-0.6%
13,8980.0%0.59%
-13.1%
Q2 2021$1,250,000
+1.1%
13,898
-0.3%
0.68%
-32.6%
Q1 2021$1,237,000
-4.4%
13,9380.0%1.01%
-32.1%
Q4 2020$1,294,000
-6.0%
13,938
-5.4%
1.49%
-26.5%
Q3 2020$1,377,000
-20.5%
14,733
-20.8%
2.02%
-22.3%
Q2 2020$1,733,000
+4.3%
18,598
-0.1%
2.61%
-0.4%
Q1 2020$1,662,000
+19.0%
18,610
+16.2%
2.62%
+57.3%
Q4 2019$1,397,000–16,019–1.66%–
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Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 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