StrongBox Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
StrongBox Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2023$450,341
-22.9%
5,896
-27.0%
0.26%
-29.3%
Q3 2023$584,173
+3.4%
8,079
+7.6%
0.37%
+4.5%
Q2 2023$564,868
-36.1%
7,509
-34.9%
0.36%
-40.1%
Q1 2023$884,637
-18.7%
11,528
-21.3%
0.59%
-22.9%
Q4 2022$1,088,528
-42.1%
14,647
-42.8%
0.77%
-43.5%
Q3 2022$1,881,000
-20.1%
25,601
-15.5%
1.36%
-10.4%
Q2 2022$2,353,000
-13.4%
30,297
-8.7%
1.52%
-1.9%
Q1 2022$2,718,000
-36.9%
33,191
-32.5%
1.55%
-27.9%
Q4 2021$4,306,000
-2.0%
49,148
+0.1%
2.15%
-12.7%
Q3 2021$4,393,000
+10.6%
49,113
+11.2%
2.46%
+8.3%
Q2 2021$3,973,000
-1.5%
44,162
-2.8%
2.28%
-8.9%
Q1 2021$4,033,000
-3.8%
45,451
+0.7%
2.50%
-8.0%
Q4 2020$4,191,000
+11.5%
45,135
+12.3%
2.72%
-1.3%
Q3 2020$3,759,000
-0.9%
40,209
-1.2%
2.75%
-20.4%
Q2 2020$3,793,000
+9.6%
40,702
+5.1%
3.46%
-11.9%
Q1 2020$3,461,00038,7393.93%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
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