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 683 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

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 Q1 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