Capstone Triton Financial Group, 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
Capstone Triton Financial Group, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$940,230
-3.8%
13,003
+0.1%
0.69%
+2.2%
Q2 2023$977,122
-3.6%
12,988
-1.7%
0.67%
-11.9%
Q1 2023$1,013,982
+0.7%
13,213
-2.5%
0.76%
-5.6%
Q4 2022$1,007,125
-18.2%
13,551
-19.1%
0.81%
-23.3%
Q3 2022$1,231,000
-1.0%
16,750
+5.6%
1.05%
+12.1%
Q2 2022$1,243,000
-40.0%
15,863
-39.5%
0.94%
-35.0%
Q1 2022$2,070,000
-13.4%
26,202
-2.8%
1.44%
+0.6%
Q3 2021$2,389,000
+34.2%
26,959
+36.2%
1.44%
+31.2%
Q2 2021$1,780,000
+10.4%
19,789
+8.9%
1.10%
+2.8%
Q1 2021$1,612,000
+2.4%
18,165
+7.1%
1.06%
+10.5%
Q4 2020$1,574,00016,9530.96%
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