Regent Peak Wealth Advisors LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 624 filers reported holding VANGUARD BD INDEX FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$252,923
-2.0%
3,3620.0%0.07%
-7.5%
Q1 2023$258,000
+3.3%
3,3620.0%0.08%
-2.4%
Q4 2022$249,864
-33.7%
3,362
-34.5%
0.08%
-38.3%
Q3 2022$377,000
-7.1%
5,133
-1.9%
0.13%0.0%
Q2 2022$406,000
-36.5%
5,230
-33.0%
0.13%
-27.3%
Q1 2022$639,000
-9.2%
7,807
-2.8%
0.18%
-4.2%
Q4 2021$704,000
-20.9%
8,029
-19.3%
0.19%
-25.1%
Q3 2021$890,000
-8.1%
9,947
-6.4%
0.26%
-5.9%
Q2 2021$968,000
-19.6%
10,622
-21.8%
0.27%
-31.6%
Q1 2021$1,204,000
-7.0%
13,577
-2.7%
0.40%
-8.3%
Q4 2020$1,295,000
-7.0%
13,952
-6.3%
0.43%
-27.0%
Q3 2020$1,392,000
+19.9%
14,890
+19.5%
0.59%
+12.5%
Q2 2020$1,161,000
+3.7%
12,462
-0.7%
0.53%
-15.6%
Q1 2020$1,120,000
-5.3%
12,545
-7.5%
0.62%
+15.4%
Q4 2019$1,183,00013,5640.54%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders