CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD BD INDEX FD INC ownership

VANGUARD BD INDEX FD INC's ticker is BSV and the CUSIP is 921937827. A total of 1,009 filers reported holding VANGUARD BD INDEX FD INC in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

About VANGUARD BD INDEX FD INC

Vanguard BD Index Fund Inc. is a mutual fund that invests in a diversified portfolio of high-quality, investment-grade bonds. The fund seeks to track the performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index, which is a broad-based index of U.S. investment-grade bonds.

Investors who are looking for a low-cost way to invest in a diversified portfolio of bonds may find Vanguard BD Index Fund Inc. to be an attractive option. The fund has a low expense ratio, which means that investors can keep more of their returns. Additionally, the fund has a low turnover rate, which means that it is tax-efficient.

One of the benefits of investing in a bond fund like Vanguard BD Index Fund Inc. is that it can provide diversification to a portfolio that is heavily weighted towards stocks. Bonds tend to be less volatile than stocks, which can help to reduce the overall risk of a portfolio.

Investors should keep in mind that bond funds, like all investments, come with risks. Interest rates, inflation, and credit risk are all factors that can impact the performance of a bond fund. Additionally, bond funds can be impacted by changes in the economy, such as a recession or a period of high inflation.

Overall, Vanguard BD Index Fund Inc. is a solid option for investors who are looking for a low-cost way to invest in a diversified portfolio of high-quality bonds. As with any investment, investors should carefully consider their investment goals and risk tolerance before investing in this fund.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD BD INDEX FD INC
ValueSharesWeighting
Q3 2023$14,808
-0.5%
1970.0%0.00%0.0%
Q2 2023$14,887
-76.5%
197
-76.2%
0.00%
-75.0%
Q1 2023$63,334
+31.7%
828
+29.6%
0.01%
+14.3%
Q4 2022$48,104
-17.1%
639
-17.4%
0.01%
-22.2%
Q3 2022$58,000
-10.8%
774
-8.6%
0.01%
-18.2%
Q2 2022$65,000
+8.3%
847
+10.6%
0.01%
+22.2%
Q1 2022$60,000
-16.7%
766
-14.3%
0.01%
-18.2%
Q4 2021$72,000
+7.5%
894
+9.8%
0.01%0.0%
Q3 2021$67,000
+9.8%
814
+8.8%
0.01%0.0%
Q2 2021$61,000
+90.6%
748
+91.8%
0.01%
+83.3%
Q1 2021$32,000
+6.7%
390
+7.7%
0.01%0.0%
Q4 2020$30,0000.0%362
+0.3%
0.01%
-14.3%
Q3 2020$30,000
-85.3%
361
-85.3%
0.01%
-88.7%
Q2 2020$204,000
+270.9%
2,448
+261.1%
0.06%
+148.0%
Q4 2019$55,000
-29.5%
678
-29.2%
0.02%
-40.5%
Q3 2019$78,000
+1.3%
958
+0.2%
0.04%0.0%
Q2 2019$77,000
+1.3%
956
+0.5%
0.04%
-8.7%
Q1 2019$76,000
+230.4%
951
+225.7%
0.05%
+170.6%
Q4 2018$23,000
-32.4%
292
-31.9%
0.02%
-15.0%
Q3 2018$34,000
+25.9%
429
+24.3%
0.02%
+25.0%
Q2 2018$27,000
+145.5%
345
+150.0%
0.02%
+128.6%
Q1 2018$11,0000.0%1380.0%0.01%0.0%
Q4 2017$11,000
-73.8%
138
-73.5%
0.01%
-70.8%
Q3 2017$42,000
+2.4%
521
+0.4%
0.02%
-7.7%
Q2 2017$41,0005190.03%
Other shareholders
VANGUARD BD INDEX FD INC shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 634,638$47,705,73129.66%
True Link Financial Advisors, LLC 2,661,052$200,031,27924.00%
Beacon Capital Management, Inc. 6,808,579$511,800,90018.96%
Integris Wealth Management, LLC 728,634$54,771,39417.95%
Fort Henry Capital, LLC 273,980$20,595,03917.62%
Windward Private Wealth Management Inc. 517,098$38,870,26717.58%
Levy Wealth Management Group, LLC 711,859$53,510,42916.59%
RS CRUM INC. 592,878$44,566,66816.02%
PLANNING DIRECTIONS INC 260,530$19,58414.99%
BLUESTEM FINANCIAL ADVISORS, LLC 317,442$23,862,11214.56%
View complete list of VANGUARD BD INDEX FD INC shareholders