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 295 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
Coco Enterprises, LLC 72,630$7,963,0008.07%
NYL Investors LLC 206,900$22,685,0006.47%
Granby Capital Management, LLC 65,000$7,127,0006.30%
Safir Wealth Advisors, LLC 56,104$6,151,0005.71%
Beacon Capital Management, Inc. 1,029,169$112,838,0004.91%
Wiser Wealth Management, Inc 59,355$6,508,0004.88%
Provident Wealth Management, LLC 31,216$3,423,0003.98%
Bay Harbor Wealth Management, LLC 63,290$6,939,0003.15%
HT Partners LLC 81,618$8,949,0003.02%
Center For Asset Management LLC 23,943$2,625,0002.62%
View complete list of VANGUARD BD INDEX FDS shareholders