Lion Street Advisors, 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 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%.

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Quarter-by-quarter ownership
Lion Street Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$481,932
-46.1%
6,665
-33.7%
0.16%
-47.8%
Q2 2023$893,538
+36.5%
10,058
+17.9%
0.30%
+48.3%
Q1 2023$654,822
-24.9%
8,533
-13.0%
0.20%
-55.5%
Q4 2022$871,698
+28.8%
9,812
+6.5%
0.46%
+34.9%
Q3 2022$677,000
-22.5%
9,211
-6.1%
0.34%
-26.0%
Q2 2022$873,000
+2.0%
9,812
-6.3%
0.46%
+4.3%
Q1 2022$856,000
-4.4%
10,469
+2.3%
0.44%0.0%
Q4 2021$895,000
+1.8%
10,233
+4.3%
0.44%
-7.6%
Q3 2021$879,000
-99.0%
9,812
+881.2%
0.47%
-85.5%
Q2 2021$89,960,000
+2856.3%
1,000
-96.9%
3.26%
-56.0%
Q4 2020$3,043,000
-11.2%
32,701
-10.4%
7.42%
+6.7%
Q3 2020$3,426,000
+207.0%
36,506
+204.8%
6.96%
-10.9%
Q2 2020$1,116,000
+3.3%
11,976
-1.0%
7.80%
+32.6%
Q1 2020$1,080,000
+1.1%
12,094
-1.3%
5.89%
+14.8%
Q4 2019$1,068,000–12,251–5.13%–
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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