Horst & Graben Wealth Management 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
Horst & Graben Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$407,505
-3.9%
5,636
+0.1%
0.10%
-1.0%
Q2 2023$424,000
-4.3%
5,633
-2.4%
0.10%
-8.2%
Q1 2023$443,000
-31.0%
5,771
-33.2%
0.11%
-34.5%
Q4 2022$642,000
-25.9%
8,644
-26.6%
0.17%
-31.7%
Q3 2022$866,000
-60.2%
11,782
-57.9%
0.25%
-58.4%
Q2 2022$2,175,000
-12.0%
28,011
-7.2%
0.59%
-2.2%
Q1 2022$2,472,000
-75.0%
30,184
-73.2%
0.60%
-75.6%
Q4 2021$9,882,000
-10.4%
112,781
-8.5%
2.47%
-18.7%
Q3 2021$11,030,000
-2.8%
123,319
-2.3%
3.04%
-4.1%
Q2 2021$11,352,000
+1.7%
126,194
+0.3%
3.17%
-9.8%
Q1 2021$11,159,000
-12.1%
125,759
-8.1%
3.51%
-19.8%
Q4 2020$12,701,000
-4.6%
136,791
-3.9%
4.38%
-15.3%
Q3 2020$13,308,000
+3.3%
142,357
+2.9%
5.17%
-8.7%
Q2 2020$12,888,000
-1.4%
138,299
-5.5%
5.66%
-17.7%
Q1 2020$13,075,000146,3626.88%
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