Safir Wealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 247 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
Safir Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,237,879
-9.1%
78,107
+1.5%
5.07%
-5.0%
Q2 2023$5,764,768
+2.6%
76,946
+4.9%
5.33%
-3.9%
Q1 2023$5,620,713
+8.8%
73,339
+2.8%
5.55%
+5.3%
Q4 2022$5,165,635
+2.8%
71,309
+2.1%
5.27%
+0.7%
Q3 2022$5,023,000
-11.1%
69,814
-1.4%
5.23%
-5.4%
Q2 2022$5,647,000
-11.4%
70,839
+1.9%
5.52%
+3.8%
Q1 2022$6,374,000
-12.9%
69,522
-2.2%
5.32%
-6.5%
Q4 2021$7,315,000
+1.9%
71,078
+1.3%
5.69%
-5.2%
Q3 2021$7,178,000
+1.5%
70,143
+2.2%
6.01%
+0.0%
Q2 2021$7,074,000
+13.7%
68,663
+8.3%
6.00%
+5.3%
Q1 2021$6,219,000
+1.1%
63,373
+13.0%
5.70%
-0.2%
Q4 2020$6,151,00056,1045.71%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 287,191$22,010,31812.89%
Safir Wealth Advisors, LLC 73,339$5,620,7135.55%
Evolution Advisers, Inc. 83,696$6,4144.61%
Signify Wealth 65,107$4,989,8004.41%
Greystone Financial Group, LLC 206,219$15,804,6243.98%
Axiom Financial Strategies, LLC 92,007$7,051,4463.92%
Parker Financial LLC 55,902$4,293,7333.38%
Bay Harbor Wealth Management, LLC 90,509$6,936,6092.94%
HT Partners LLC 126,946$9,729,1412.87%
LINCOLN NATIONAL CORP 1,719,035$131,746,8562.77%
View complete list of VANGUARD BD INDEX FDS shareholders