Sovereign Investment Advisors, LLC - VANGUARD BD INDEX FDS ownership

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VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Sovereign Investment Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$6,817,338
-3.2%
94,279
+0.7%
2.67%
+0.4%
Q2 2023$7,045,023
-1.4%
93,646
+0.6%
2.66%
-6.1%
Q1 2023$7,142,666
+3.6%
93,076
+0.4%
2.83%
-2.0%
Q4 2022$6,891,690
+1.9%
92,730
+0.7%
2.89%
-4.5%
Q3 2022$6,765,000
-4.9%
92,067
+0.5%
3.03%
-1.8%
Q2 2022$7,116,000
-4.7%
91,638
+0.5%
3.08%
+4.8%
Q1 2022$7,470,000
-6.3%
91,209
+0.3%
2.94%
-5.2%
Q4 2021$7,971,000
-0.6%
90,975
+1.4%
3.10%
-2.9%
Q3 2021$8,022,000
-0.2%
89,689
+0.4%
3.20%
+5.4%
Q2 2021$8,037,000
+2.1%
89,341
+0.7%
3.04%
-2.8%
Q1 2021$7,873,000
-4.2%
88,725
+0.3%
3.12%
-6.2%
Q4 2020$8,216,000
+0.4%
88,492
+1.1%
3.33%
+4.0%
Q3 2020$8,180,000
+0.8%
87,502
+0.4%
3.20%
-13.1%
Q2 2020$8,118,000
+4.9%
87,113
+0.5%
3.69%
-8.0%
Q1 2020$7,742,000
+25.9%
86,671
+23.0%
4.00%
+43.5%
Q4 2019$6,147,000–70,477–2.79%–
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Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2022
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