CAROLINAS WEALTH CONSULTING 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
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$23,431,661
+85.1%
329,930
+96.1%
5.84%
+132.8%
Q2 2023$12,656,724
+184.8%
168,240
+190.5%
2.51%
+165.2%
Q1 2023$4,444,270
+48.6%
57,913
+43.9%
0.95%
+39.7%
Q4 2022$2,991,183
+242.2%
40,247
+238.3%
0.68%
+206.3%
Q3 2022$874,000
+653.4%
11,897
+813.0%
0.22%
+689.3%
Q1 2021$116,000
-4.1%
1,303
+0.3%
0.03%
-15.2%
Q4 2020$121,000
+0.8%
1,299
+1.4%
0.03%
-17.5%
Q3 2020$120,000
+0.8%
1,281
+0.5%
0.04%
-14.9%
Q2 2020$119,000
+5.3%
1,274
+0.6%
0.05%
-23.0%
Q1 2020$113,0001,2660.06%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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