WEBSTERROGERS FINANCIAL ADVISORS, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WEBSTERROGERS FINANCIAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$21,179,156
+42.8%
292,893
+48.5%
9.31%
+44.2%
Q2 2023$14,834,495
+2.9%
197,188
+5.0%
6.46%
-2.6%
Q1 2023$14,417,529
+56.4%
187,875
+51.5%
6.63%
+48.6%
Q4 2022$9,216,637
+448.6%
124,013
+442.4%
4.46%
+405.4%
Q3 2022$1,680,000
+387.0%
22,863
+414.1%
0.88%
+422.5%
Q2 2022$345,000
-89.5%
4,447
-89.0%
0.17%
-90.0%
Q1 2022$3,301,00040,5861.69%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2022
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