HB Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 640 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$453,239
+105.9%
6,268
+114.2%
0.01%
+75.0%
Q2 2023$220,123
-11.9%
2,926
-10.1%
0.00%0.0%
Q1 2023$249,865
-16.2%
3,256
-18.8%
0.00%
-20.0%
Q4 2022$298,098
-21.6%
4,011
-22.4%
0.01%
-37.5%
Q3 2022$380,000
-21.3%
5,166
-17.0%
0.01%
-20.0%
Q2 2022$483,000
-28.2%
6,221
-24.3%
0.01%
-16.7%
Q1 2022$673,000
-12.4%
8,216
-6.3%
0.01%
-20.0%
Q4 2021$768,0008,7670.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2022
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