Lee Financial Group Hawaii, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 467 filers reported holding VANGUARD BD INDEX FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Lee Financial Group Hawaii, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2022$1,032,000
-7.2%
12,598
-0.7%
0.70%
-13.0%
Q4 2021$1,112,000
-11.9%
12,688
-10.1%
0.81%
-12.9%
Q3 2021$1,262,000
+6.0%
14,108
+6.5%
0.93%
+8.2%
Q2 2021$1,191,000
-92.0%
13,245
-92.1%
0.86%
-93.0%
Q1 2021$14,838,000
+594.0%
167,231
+626.2%
12.17%
+575.8%
Q4 2020$2,138,000
-50.1%
23,028
-49.8%
1.80%
-49.4%
Q3 2020$4,287,000
+15.5%
45,859
+15.2%
3.56%
+11.5%
Q2 2020$3,711,000
+5.1%
39,819
+0.7%
3.19%
-21.2%
Q1 2020$3,531,000
-0.8%
39,531
-3.1%
4.05%
+44.2%
Q4 2019$3,559,000
+2.6%
40,806
+3.5%
2.81%
-9.2%
Q3 2019$3,470,000
+6.5%
39,430
+4.7%
3.10%
+11.1%
Q2 2019$3,259,000
+1116.0%
37,677
+1079.2%
2.78%
+1018.5%
Q1 2019$268,000
+29.5%
3,195
+25.2%
0.25%
+12.2%
Q4 2018$207,000
-94.4%
2,552
-94.2%
0.22%
-93.5%
Q4 2017$3,674,00043,8293.41%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$133,302,00041.09%
Compass Ion Advisors, LLC 496,627$46,425,00029.49%
BCM ADVISORS, LLC 393,926$36,686,00013.53%
BANK OF STOCKTON 333,329$31,159,00013.02%
Keudell/Morrison Wealth Management 213,295$19,939,00012.82%
Burt Wealth Advisors 358,263$33,490,00012.52%
Milestone Advisory Partners 211,314$19,754,00012.29%
Verde Capital Management 228,432$21,354,00012.15%
Fullen Financial Group 156,297$14,611,00011.13%
Franklin, Parlapiano, Turner & Welch, LLC 292,870$27,378,00011.05%
View complete list of VANGUARD BD INDEX FDS shareholders