TrueWealth Advisors, 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
TrueWealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$290,975
-5.0%
4,024
-1.2%
0.12%
-2.4%
Q2 2023$306,368
-6.2%
4,072
-4.3%
0.13%
-8.0%
Q1 2023$326,544
-2.5%
4,255
-5.6%
0.14%
-6.2%
Q4 2022$334,867
-13.2%
4,506
-14.2%
0.15%
-20.2%
Q3 2022$386,000
-8.1%
5,250
-3.0%
0.18%
-6.2%
Q2 2022$420,000
-17.0%
5,410
-6.4%
0.20%
-14.1%
Q1 2022$506,0000.0%5,7780.0%0.23%0.0%
Q4 2021$506,000
+13.7%
5,778
+16.1%
0.23%
-9.2%
Q3 2021$445,000
-15.4%
4,978
-14.9%
0.25%
-18.6%
Q2 2021$526,000
+4.8%
5,848
+3.9%
0.31%
-5.8%
Q1 2021$502,0005,6280.33%
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