WMG Financial Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 274 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$610,598
+0.2%
8,150
+27.3%
0.45%
-11.1%
Q1 2023$609,288
+31.4%
6,4000.0%0.50%
+27.8%
Q4 2022$463,616
+0.3%
6,4000.0%0.40%
-5.0%
Q3 2022$462,000
+48.1%
6,400
+64.1%
0.42%
+54.1%
Q2 2022$312,0003,9000.27%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders