Sterling Financial Planning, 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
Sterling Financial Planning, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$4,700,262
+2.1%
65,002
+6.2%
2.41%
+5.5%
Q2 2023$4,603,492
+9.7%
61,192
+11.9%
2.28%
+0.2%
Q1 2023$4,195,263
+80.4%
54,669
+74.7%
2.28%
+64.2%
Q4 2022$2,325,127
+36.5%
31,285
+34.9%
1.39%
+16.1%
Q3 2022$1,704,000
+51.1%
23,189
+59.7%
1.20%
+50.7%
Q2 2022$1,128,000
+102.9%
14,524
+114.0%
0.79%
+126.6%
Q1 2022$556,000
+4.9%
6,788
+12.2%
0.35%
+5.7%
Q4 2021$530,000
+10.0%
6,050
+12.2%
0.33%
+7.8%
Q3 2021$482,000
+35.0%
5,390
+35.7%
0.31%
+32.3%
Q2 2021$357,000
+78.5%
3,971
+75.8%
0.23%
+62.2%
Q1 2021$200,000
+29.9%
2,259
+35.8%
0.14%
+15.3%
Q4 2020$154,0001,6630.12%
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