Capital Advisory Group Advisory Services, 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
Capital Advisory Group Advisory Services, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$558,450
-3.2%
7,723
+2.7%
0.32%
-8.6%
Q1 2023$577,085
+7.5%
7,520
+4.1%
0.35%
-4.9%
Q4 2022$536,962
-6.3%
7,225
-7.3%
0.36%
-8.3%
Q3 2022$573,000
-22.0%
7,793
-17.2%
0.40%
-9.1%
Q2 2022$735,000
-63.5%
9,412
-61.7%
0.44%
-53.1%
Q1 2022$2,012,000
-2.3%
24,569
+4.6%
0.93%
+4.4%
Q4 2021$2,059,000
+3.6%
23,498
+5.8%
0.90%
+24.1%
Q3 2021$1,987,000
-2.8%
22,212
-2.3%
0.72%
-2.8%
Q2 2021$2,045,000
+3.4%
22,729
+2.0%
0.74%
-3.4%
Q1 2021$1,977,000
-10.2%
22,283
-6.0%
0.77%
-16.9%
Q4 2020$2,202,000
-17.1%
23,715
-16.5%
0.92%
-32.8%
Q3 2020$2,656,000
+0.8%
28,410
+0.4%
1.38%
-6.6%
Q2 2020$2,636,00028,2901.47%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders