Amplius Wealth Advisors, LLC - 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
Amplius Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$16,422,280
+20.8%
227,102
+25.7%
2.20%
+20.2%
Q2 2023$13,594,682
+11.2%
180,708
+13.5%
1.83%
+4.4%
Q1 2023$12,222,426
+16.0%
159,271
+12.3%
1.75%
+4.2%
Q4 2022$10,539,603
+5250.1%
141,814
+6202.8%
1.68%
+6129.6%
Q4 2021$197,0002,2500.03%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$133,302,00041.09%
Compass Ion Advisors, LLC 496,627$46,425,00029.49%
BCM ADVISORS, LLC 393,926$36,686,00013.53%
BANK OF STOCKTON 333,329$31,159,00013.02%
Keudell/Morrison Wealth Management 213,295$19,939,00012.82%
Burt Wealth Advisors 358,263$33,490,00012.52%
Milestone Advisory Partners 211,314$19,754,00012.29%
Verde Capital Management 228,432$21,354,00012.15%
Fullen Financial Group 156,297$14,611,00011.13%
Franklin, Parlapiano, Turner & Welch, LLC 292,870$27,378,00011.05%
View complete list of VANGUARD BD INDEX FDS shareholders