TrueWealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 253 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$301,770
-10.2%
4,500
+0.4%
0.13%
-8.0%
Q2 2023$335,956
-4.5%
4,484
-2.3%
0.14%
-6.8%
Q1 2023$351,787
+2.7%
4,590
-3.0%
0.15%
-1.3%
Q4 2022$342,614
-12.2%
4,730
-12.8%
0.15%
-18.9%
Q3 2022$390,000
-13.1%
5,424
-3.6%
0.18%
-11.5%
Q2 2022$449,000
-20.1%
5,627
+3.1%
0.21%
-17.1%
Q1 2022$562,0000.0%5,4590.0%0.25%0.0%
Q4 2021$562,000
+16.6%
5,459
+15.9%
0.25%
-7.0%
Q3 2021$482,000
-15.1%
4,711
-14.6%
0.27%
-18.4%
Q2 2021$568,000
+5.8%
5,516
+2.3%
0.33%
-4.9%
Q1 2021$537,0005,3910.35%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders