CGN Advisors LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2023$1,464,529
-21.9%
19,174
-26.1%
0.20%
-19.8%
Q3 2023$1,876,034
+198.7%
25,944
+210.8%
0.25%
+181.1%
Q2 2023$627,963
+39.2%
8,347
+42.0%
0.09%
+26.8%
Q1 2023$450,973
+3.3%
5,877
+0.1%
0.07%
-7.8%
Q4 2022$436,436
+1.3%
5,872
+0.2%
0.08%
-28.7%
Q3 2022$431,000
+1.9%
5,862
+7.7%
0.11%
-9.2%
Q2 2022$423,000
-4.9%
5,445
+0.3%
0.12%
+7.2%
Q1 2022$445,000
-35.9%
5,431
-31.5%
0.11%
-38.7%
Q4 2021$694,000
+17.0%
7,924
+19.5%
0.18%
-6.7%
Q3 2021$593,000
-17.6%
6,631
-17.2%
0.19%
-14.5%
Q2 2021$720,000
+32.1%
8,004
+30.2%
0.23%
+15.8%
Q1 2021$545,000
+0.9%
6,147
+5.8%
0.20%
-9.3%
Q4 2020$540,0005,8110.22%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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