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 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
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 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