Soltis Investment Advisors LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 10 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$320,159
+8.4%
4,774
+21.0%
0.04%
+20.6%
Q2 2023$295,456
+7.4%
3,944
+9.9%
0.03%
-2.9%
Q1 2023$275,072
-17.8%
3,589
-22.3%
0.04%
-20.5%
Q4 2022$334,484
-19.4%
4,617
-19.9%
0.04%
-29.0%
Q3 2022$415,000
-8.2%
5,765
+1.6%
0.06%
-6.1%
Q2 2022$452,000
-11.5%
5,674
+1.8%
0.07%
-7.0%
Q1 2022$511,000
-7.8%
5,571
+3.5%
0.07%
-9.0%
Q4 2021$554,000
+4.5%
5,383
+4.0%
0.08%
-4.9%
Q3 2021$530,000
+20.5%
5,178
+21.2%
0.08%
+17.1%
Q2 2021$440,000
-12.5%
4,273
-16.6%
0.07%
-23.9%
Q1 2021$503,000
+3.7%
5,126
+15.9%
0.09%
+2.2%
Q4 2020$485,000
-24.1%
4,424
-22.6%
0.09%
-40.0%
Q3 2020$639,000
+96.0%
5,713
+95.8%
0.15%
+76.5%
Q2 2020$326,000
+41.7%
2,918
+35.6%
0.08%
+19.7%
Q1 2020$230,000
-91.6%
2,152
-92.1%
0.07%
-86.6%
Q4 2019$2,749,00027,4010.53%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Safir Wealth Advisors, LLC 68,663$7,074,0006.00%
Karpus Management, Inc. 1,485,675$153,069,0004.54%
Bay Harbor Wealth Management, LLC 84,690$8,726,0003.72%
LINCOLN NATIONAL CORP 1,458,776$150,298,0003.22%
Wiser Wealth Management, Inc 49,578$5,108,0003.11%
NYL Investors LLC 250,800$25,840,0003.02%
HT Partners LLC 95,089$9,797,0003.01%
Human Investing LLC 97,210$10,016,0002.44%
Beacon Capital Management, Inc. 591,723$60,965,0002.28%
Center For Asset Management LLC 22,645$2,333,0002.01%
View complete list of VANGUARD BD INDEX FDS shareholders