TrueWealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 279 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$317,133
+10.0%
4,512
+13.2%
0.12%
+5.4%
Q1 2024$288,404
-7.0%
3,987
-4.1%
0.11%
-7.5%
Q4 2023$310,158
+2.8%
4,159
-7.6%
0.12%
-5.5%
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 Q1 2023
NameSharesValueWeighting ↓
CABANA LLC 31,957$2,910,00011.45%
Safir Wealth Advisors, LLC 69,522$6,374,0005.32%
Evolution Advisers, Inc. 76,246$6,990,0005.17%
Karpus Management, Inc. 1,621,176$148,646,0004.52%
Bay Harbor Wealth Management, LLC 99,362$9,111,0003.68%
NYL Investors LLC 253,800$23,271,0003.20%
LINCOLN NATIONAL CORP 1,534,198$140,671,0002.91%
HT Partners LLC 87,310$8,005,0002.47%
H&H Retirement Design & Management INC 35,784$3,116,0002.12%
Semmax Financial Advisors Inc. 40,426$3,707,0001.46%
View complete list of VANGUARD BD INDEX FDS shareholders