Echo Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
Echo Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$13,341,867
+21.0%
184,509
+26.0%
14.37%
+20.6%
Q2 2023$11,028,437
-5.5%
146,421
-3.7%
11.92%
-7.5%
Q1 2023$11,668,777
+475.1%
152,056
+473.9%
12.89%
+496.0%
Q4 2022$2,029,161
+69.7%
26,497
+59.5%
2.16%
+37.4%
Q3 2022$1,196,000
-47.8%
16,616
-43.6%
1.57%
-48.6%
Q2 2022$2,290,000
-70.0%
29,463
-69.4%
3.06%
-65.8%
Q1 2022$7,623,000
-0.8%
96,258
+7.9%
8.96%
+2.1%
Q4 2021$7,684,000
-2.9%
89,202
+0.2%
8.77%
-6.5%
Q3 2021$7,915,000
+9.7%
89,039
+11.9%
9.38%
+1.8%
Q2 2021$7,218,000
-7.3%
79,550
-9.4%
9.21%
-6.1%
Q1 2021$7,789,000
-18.4%
87,788
-14.6%
9.81%
-21.4%
Q4 2020$9,543,000102,77512.48%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
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