Windward Private Wealth Management Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$17,984,871
-2.4%
248,719
+1.6%
8.14%
-0.3%
Q2 2023$18,422,323
-0.8%
244,880
+1.2%
8.16%
+3.0%
Q1 2023$18,564,404
+4.3%
241,913
+1.0%
7.92%
+0.5%
Q4 2022$17,793,397
+5.7%
239,416
+4.5%
7.88%
-2.8%
Q3 2022$16,836,000
-20.1%
229,130
-15.6%
8.10%
-16.3%
Q2 2022$21,069,000
-3.4%
271,329
+1.9%
9.68%
+7.5%
Q1 2022$21,817,000
-10.4%
266,386
-4.2%
9.01%
-4.1%
Q4 2021$24,354,000
+2.7%
277,949
+4.8%
9.40%
-2.6%
Q3 2021$23,719,000
+5.8%
265,193
+6.4%
9.65%
+4.9%
Q2 2021$22,417,000
+24.8%
249,188
+23.1%
9.20%
+15.4%
Q1 2021$17,963,000
+5.5%
202,445
+10.4%
7.97%
+0.2%
Q4 2020$17,021,000183,3197.95%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders