CREATIVE FINANCIAL DESIGNS INC /ADV - 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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$10,691,251
+1.0%
147,853
+5.0%
1.25%
+0.1%
Q2 2023$10,589,550
+212.4%
140,762
+218.7%
1.25%
+180.6%
Q1 2023$3,389,729
+9.5%
44,172
+6.1%
0.44%
-2.8%
Q4 2022$3,095,030
+924.8%
41,645
+912.8%
0.46%
+832.7%
Q3 2022$302,000
-5.3%
4,1120.0%0.05%
-5.8%
Q2 2022$319,000
-95.3%
4,112
-95.1%
0.05%
-95.0%
Q1 2022$6,845,000
-1.3%
83,581
+5.6%
1.04%
-0.3%
Q4 2021$6,937,000
+8.6%
79,175
+10.9%
1.04%
-1.1%
Q3 2021$6,386,000
-51.5%
71,404
-51.2%
1.06%
-53.7%
Q2 2021$13,167,000
-35.3%
146,367
-36.2%
2.28%
-42.6%
Q1 2021$20,358,000
+13.9%
229,440
+19.2%
3.98%
+4.2%
Q4 2020$17,873,000
+5.9%
192,491
+6.6%
3.82%
-8.4%
Q3 2020$16,885,000
+29.2%
180,632
+28.8%
4.17%
+5.3%
Q2 2020$13,073,000
+16.5%
140,280
+11.7%
3.96%
-31.4%
Q1 2020$11,220,000
+110.4%
125,607
+105.9%
5.77%
+142.1%
Q4 2019$5,333,000
+4792.7%
61,014
+4856.5%
2.38%
+3940.7%
Q3 2019$109,000
+2.8%
1,231
+0.2%
0.06%
+1.7%
Q2 2019$106,000
+2.9%
1,228
+0.4%
0.06%
-6.5%
Q1 2019$103,000
+2.0%
1,223
-1.1%
0.06%
-15.1%
Q4 2018$101,000
-49.8%
1,237
-50.5%
0.07%
-37.1%
Q3 2018$201,000
-1.0%
2,497
-0.5%
0.12%
-2.5%
Q2 2018$203,000
+32.7%
2,509
+34.4%
0.12%
+21.4%
Q1 2018$153,000
-2.5%
1,8670.0%0.10%
-8.4%
Q4 2017$157,000
-34.6%
1,867
-34.2%
0.11%
-22.5%
Q3 2017$240,0000.0%2,8390.0%0.14%
-10.4%
Q2 2017$240,000
+52.9%
2,839
+51.6%
0.15%
+36.3%
Q1 2017$157,000
+9.0%
1,873
+7.9%
0.11%
-3.4%
Q4 2016$144,0001,7360.12%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$132,404,00040.69%
Compass Ion Advisors, LLC 509,348$47,293,00018.28%
BCM ADVISORS, LLC 427,538$39,697,00013.04%
Echo Wealth Management, LLC 102,775$9,543,00012.48%
Verde Capital Management 257,107$23,872,00011.88%
Burt Wealth Advisors 368,182$34,186,00011.78%
BANK OF STOCKTON 301,397$27,983,00010.75%
Milestone Advisory Partners 200,147$18,584,00010.60%
Fullen Financial Group 166,708$15,479,00010.50%
Franklin, Parlapiano, Turner & Welch, LLC 298,598$27,725,00010.05%
View complete list of VANGUARD BD INDEX FDS shareholders