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 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
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 Q3 2023
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