TriaGen Wealth Management LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 640 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,885,989
+2.0%
26,082
+6.2%
0.96%
+13.7%
Q2 2023$1,848,326
-2.3%
24,569
-0.4%
0.85%
-11.0%
Q1 2023$1,892,101
+21.6%
24,656
+17.7%
0.95%
+10.1%
Q4 2022$1,556,484
+5.5%
20,943
+4.3%
0.86%
+6.0%
Q3 2022$1,476,000
+80.9%
20,084
+91.1%
0.82%
+40.5%
Q2 2022$816,000
-1.3%
10,508
+4.1%
0.58%
+35.2%
Q1 2022$827,000
+3.8%
10,092
+11.0%
0.43%
+8.9%
Q4 2021$797,000
-1.7%
9,093
+0.3%
0.39%
-10.7%
Q3 2021$811,000
+2.3%
9,067
+4.2%
0.44%
+8.1%
Q2 2021$793,000
-7.5%
8,704
-9.9%
0.41%
-17.2%
Q1 2021$857,000
-6.7%
9,659
-2.4%
0.49%
-8.4%
Q4 2020$919,0009,8930.54%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 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