Essex Private Wealth 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
Essex Private Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2021$614,000
-36.0%
7,012
-34.6%
0.52%
-40.4%
Q3 2021$959,000
-51.1%
10,728
-50.8%
0.87%
-51.4%
Q2 2021$1,962,000
-6.7%
21,813
-8.0%
1.79%
-10.7%
Q1 2021$2,103,000
-9.9%
23,697
-5.8%
2.01%
-11.9%
Q4 2020$2,334,000
+7.8%
25,148
+8.5%
2.28%
+1.7%
Q3 2020$2,166,000
+213.5%
23,175
+212.1%
2.24%
+179.7%
Q2 2020$691,0007,4250.80%
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