Southland Equity Partners LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
Southland Equity Partners LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$517,616
-15.3%
7,158
-11.9%
0.18%
-13.6%
Q2 2023$611,258
-1.9%
8,125
+0.0%
0.21%
-15.9%
Q1 2023$623,245
+2.5%
8,122
-0.7%
0.24%
+4.7%
Q4 2022$607,885
-20.1%
8,179
-21.0%
0.23%
-37.3%
Q3 2022$760,373
-32.6%
10,348
-28.7%
0.37%
-27.6%
Q2 2022$1,127,421
-5.6%
14,519
-0.4%
0.52%
+3.6%
Q1 2022$1,193,980
+2.8%
14,579
+10.0%
0.50%
+4.4%
Q4 2021$1,161,403
-8.4%
13,255
-6.5%
0.48%
-18.2%
Q3 2021$1,267,544
-10.2%
14,172
-9.7%
0.58%
-12.6%
Q2 2021$1,411,742
+15.0%
15,693
+13.4%
0.67%
-4.4%
Q1 2021$1,227,668
+24.2%
13,836
+30.0%
0.70%
+4.7%
Q4 2020$988,48110,6460.67%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
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