Safir Wealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
Safir Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,790,074
-4.1%
80,073
-0.2%
5.60%
+0.3%
Q2 2023$6,035,817
+1.3%
80,232
+3.3%
5.58%
-5.1%
Q1 2023$5,958,172
+5.6%
77,641
+2.2%
5.88%
+2.2%
Q4 2022$5,643,565
+0.8%
75,936
-0.3%
5.75%
-1.2%
Q3 2022$5,597,000
-8.2%
76,166
-3.0%
5.82%
-2.4%
Q2 2022$6,097,000
-6.6%
78,516
-1.5%
5.97%
+9.5%
Q1 2022$6,526,000
-9.2%
79,681
-2.8%
5.45%
-2.5%
Q4 2021$7,185,000
-0.6%
82,001
+1.5%
5.59%
-7.5%
Q3 2021$7,226,000
-2.7%
80,796
-2.1%
6.05%
-4.0%
Q2 2021$7,425,000
+9.0%
82,541
+7.5%
6.30%
+0.9%
Q1 2021$6,810,000
-1.6%
76,749
+3.0%
6.24%
-2.9%
Q4 2020$6,921,00074,5416.43%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders