Clearstead Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$31,384
+92.2%
434
+100.0%
0.00%0.0%
Q2 2023$16,325
-2.0%
2170.0%0.00%0.0%
Q1 2023$16,653
+177.6%
217
+233.8%
0.00%
Q4 2021$6,000
-50.0%
65
-50.0%
0.00%
-100.0%
Q3 2021$12,0000.0%1300.0%0.00%0.0%
Q2 2021$12,000
-25.0%
130
-25.7%
0.00%0.0%
Q1 2021$16,000
-66.0%
175
-65.7%
0.00%
-75.0%
Q4 2020$47,000
-42.7%
510
-41.7%
0.00%
-55.6%
Q3 2020$82,000
+26.2%
875
+25.0%
0.01%
+12.5%
Q2 2020$65,000
+3.2%
7000.0%0.01%
-11.1%
Q1 2020$63,000
-87.4%
700
-88.7%
0.01%
-87.0%
Q3 2018$500,0006,2150.07%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders