Sovereign Financial Group, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 709 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sovereign Financial Group, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$3,639,381
+4.3%
50,330
+8.5%
1.30%
+13.9%
Q2 2023$3,488,936
+22.8%
46,377
+25.3%
1.14%
+7.8%
Q1 2023$2,840,376
+26.2%
37,013
+22.2%
1.06%
+18.9%
Q4 2022$2,251,286
-21.7%
30,292
-22.6%
0.89%
-23.9%
Q3 2022$2,875,000
+0.3%
39,120
+6.0%
1.17%
+3.2%
Q2 2022$2,867,000
+16.7%
36,923
+23.1%
1.13%
+24.2%
Q1 2022$2,457,000
+31.7%
30,004
+41.0%
0.91%
+21.5%
Q4 2021$1,865,000
+606.4%
21,285
+619.8%
0.75%
+392.8%
Q3 2021$264,000
-28.3%
2,957
-28.8%
0.15%
-31.8%
Q2 2021$368,0000.0%4,1520.0%0.22%
-3.0%
Q1 2021$368,000
+43.2%
4,152
+50.1%
0.23%
+24.3%
Q4 2020$257,0002,7670.18%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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