Private Wealth Strategies, L.L.C. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Private Wealth Strategies, L.L.C. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2022$5,353,000
-3.2%
68,850
+1.7%
1.49%
+9.2%
Q1 2022$5,532,000
+0.2%
67,671
+7.3%
1.36%
+7.3%
Q4 2021$5,520,000
-5.9%
63,060
-3.8%
1.27%
-13.4%
Q3 2021$5,864,000
+2.2%
65,541
+2.8%
1.47%
-0.7%
Q2 2021$5,738,000
+4.7%
63,783
+3.3%
1.48%
-2.5%
Q1 2021$5,479,000
+30.6%
61,733
+36.7%
1.52%
+19.4%
Q4 2020$4,195,000
+8.8%
45,175
+9.1%
1.27%
-6.0%
Q3 2020$3,855,000
+15.7%
41,399
+15.8%
1.35%
-8.5%
Q2 2020$3,332,000
-3.3%
35,738
-7.2%
1.48%
-14.1%
Q1 2020$3,447,00038,5221.72%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
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