Capital Advisors Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 271 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$4,653,033
+8.9%
69,386
+21.6%
1.22%
+11.2%
Q2 2023$4,273,808
+1.8%
57,045
+4.1%
1.09%
-5.9%
Q1 2023$4,198,184
+1149.5%
54,778
+1578.8%
1.16%
+1039.2%
Q4 2021$336,000
+30.7%
3,263
+29.8%
0.10%
+12.1%
Q3 2021$257,000
+20.1%
2,514
+21.2%
0.09%
+15.2%
Q2 2021$214,000
-0.9%
2,074
-5.9%
0.08%
-15.1%
Q1 2021$216,0002,2040.09%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 256,260$23,074,00022.70%
Barry Investment Advisors, LLC 150,603$13,560,0005.03%
Beacon Capital Management, Inc. 791,075$71,228,0003.68%
S. R. Schill & Associates 63,369$5,706,0003.64%
HT Partners LLC 58,275$5,247,0002.42%
IFC Holdings Incorporated/FL 301,042$27,091,0002.38%
KWMG, LLC 51,341$4,623,0001.78%
SignalPoint Asset Management, LLC 64,570$5,814,0001.62%
EVERGREEN CAPITAL MANAGEMENT LLC 86,075$7,750,0001.61%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 131,200$11,813,0001.47%
View complete list of VANGUARD BD INDEX FDS shareholders