Investments & Financial Planning, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 683 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,910,062
-5.2%
26,415
-1.3%
1.70%
-2.4%
Q2 2023$2,014,221
-6.6%
26,774
-4.7%
1.74%
-11.8%
Q1 2023$2,156,466
+0.1%
28,101
-3.0%
1.98%
-6.2%
Q4 2022$2,153,387
-12.2%
28,975
-8.3%
2.11%
-16.5%
Q2 2022$2,452,000
-4.4%
31,582
+0.8%
2.53%
+12.6%
Q1 2022$2,566,000
-2.7%
31,329
-0.3%
2.24%
-5.2%
Q4 2021$2,637,00031,4332.37%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
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