CALTON & ASSOCIATES, INC. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$997,619
+2.2%
13,261
+4.2%
0.46%
+2.6%
Q1 2023$976,476
-5.1%
12,724
-8.1%
0.45%
+13.8%
Q4 2022$1,029,089
-3.1%
13,847
-4.2%
0.40%
-34.5%
Q3 2022$1,062,000
-5.9%
14,460
-0.6%
0.61%
-3.2%
Q2 2022$1,129,000
-13.6%
14,541
-8.9%
0.63%
+61.9%
Q1 2022$1,307,000
-2.7%
15,969
+4.1%
0.39%
+8.4%
Q4 2021$1,343,000
+6.6%
15,334
+8.8%
0.36%
+29.7%
Q3 2021$1,260,000
+8.8%
14,093
+9.5%
0.28%
+25.5%
Q2 2021$1,158,000
+10.4%
12,875
+8.9%
0.22%
+7.8%
Q1 2021$1,049,000
+1.5%
11,825
+6.2%
0.20%
+10.3%
Q4 2020$1,034,000
-1.0%
11,136
-0.3%
0.18%
-13.6%
Q3 2020$1,044,000
+4.3%
11,169
+3.9%
0.21%
-1.8%
Q2 2020$1,001,000
+15.5%
10,746
+10.7%
0.22%
+1.4%
Q1 2020$867,000
+2.8%
9,703
+0.3%
0.22%
+27.2%
Q4 2019$843,000
+213.4%
9,670
+216.9%
0.17%
+181.7%
Q3 2019$269,000
+100.7%
3,051
+88.4%
0.06%
+76.5%
Q4 2017$134,0001,6190.03%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 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