SOA Wealth Advisors, 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
SOA Wealth Advisors, LLC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$6,580
-3.9%
910.0%0.00%0.0%
Q2 2023$6,846
-2.0%
910.0%0.00%0.0%
Q1 2023$6,983
+32.3%
91
+28.2%
0.00%
+100.0%
Q4 2022$5,277
-12.0%
71
-22.0%
0.00%
-50.0%
Q3 2022$6,000
-14.3%
910.0%0.00%0.0%
Q2 2022$7,0000.0%910.0%0.00%0.0%
Q1 2022$7,0000.0%910.0%0.00%0.0%
Q4 2021$7,000
-12.5%
910.0%0.00%0.0%
Q3 2021$8,0000.0%910.0%0.00%0.0%
Q2 2021$8,0000.0%910.0%0.00%0.0%
Q1 2021$8,000
-27.3%
91
-28.3%
0.00%
-33.3%
Q4 2020$11,0001270.00%
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