Axiom Financial Strategies, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 241 filers reported holding VANGUARD BD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Axiom Financial Strategies, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$6,116,037
-25.2%
91,202
-16.4%
4.10%
-12.4%
Q2 2023$8,173,641
+15.9%
109,098
+18.6%
4.69%
+19.6%
Q1 2023$7,051,446
+88.4%
92,007
+78.0%
3.92%
+66.8%
Q4 2022$3,743,648
+2.6%
51,679
+1.9%
2.35%
+21.2%
Q3 2022$3,649,000
+146.1%
50,722
+172.7%
1.94%
+148.7%
Q2 2022$1,483,000
+24.8%
18,603
+27.6%
0.78%
+30.2%
Q1 2022$1,188,000
-17.0%
14,584
+4.9%
0.60%
-7.8%
Q4 2021$1,431,000
+3.6%
13,907
+3.0%
0.65%
-0.2%
Q3 2021$1,381,000
-55.7%
13,499
-55.3%
0.65%
-54.7%
Q2 2021$3,114,000
+6.2%
30,228
+1.2%
1.44%
-0.3%
Q1 2021$2,933,000
+14.7%
29,882
+30.7%
1.44%
-6.2%
Q4 2020$2,557,0000.0%22,8650.0%1.54%0.0%
Q3 2020$2,557,000
-4.5%
22,865
-4.7%
1.54%
-12.0%
Q2 2020$2,678,000
+12.3%
23,985
+7.3%
1.74%
-9.4%
Q1 2020$2,385,00022,3511.93%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Safir Wealth Advisors, LLC 68,663$7,074,0006.00%
Karpus Management, Inc. 1,485,675$153,069,0004.54%
Bay Harbor Wealth Management, LLC 84,690$8,726,0003.72%
LINCOLN NATIONAL CORP 1,458,776$150,298,0003.22%
Wiser Wealth Management, Inc 49,578$5,108,0003.11%
NYL Investors LLC 250,800$25,840,0003.02%
HT Partners LLC 95,089$9,797,0003.01%
Human Investing LLC 97,210$10,016,0002.44%
Beacon Capital Management, Inc. 591,723$60,965,0002.28%
Center For Asset Management LLC 22,645$2,333,0002.01%
View complete list of VANGUARD BD INDEX FDS shareholders