Clearstead Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 488 filers reported holding VANGUARD BD INDEX FDS in Q1 2020. The put-call ratio across all filers is - 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 Q1 2020
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