Houlihan Financial Resource Group, Ltd. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Houlihan Financial Resource Group, Ltd. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,995
-6.7%
41,743
-0.2%
1.60%
-8.5%
Q1 2023$3,211
+1.9%
41,845
-0.1%
1.75%
-3.6%
Q4 2022$3,150
-99.9%
41,871
-11.8%
1.82%
-15.5%
Q3 2022$3,532,000
-11.8%
47,498
+9.9%
2.15%
-7.0%
Q3 2020$4,005,000
+67.9%
43,233
+61.8%
2.31%
+11.4%
Q1 2020$2,386,000
+11.4%
26,715
+8.9%
2.08%
+49.8%
Q4 2019$2,141,00024,5421.38%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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