BANK OF MONTREAL /CAN/ - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$22,213,591
+6.5%
301,160
+8.8%
0.01%
+14.3%
Q2 2023$20,855,157
-18.6%
276,740
-18.6%
0.01%
-36.4%
Q4 2022$25,631,974
+8.3%
339,902
+8.6%
0.01%
+10.0%
Q3 2022$23,662,000
-0.7%
312,867
+1.1%
0.01%
-9.1%
Q2 2022$23,823,000
-13.4%
309,386
-8.0%
0.01%
-15.4%
Q1 2022$27,512,000
-0.7%
336,252
+6.5%
0.01%
-13.3%
Q4 2021$27,709,000
+0.7%
315,868
+3.2%
0.02%
+15.4%
Q3 2021$27,525,000
+3.1%
306,211
+3.1%
0.01%0.0%
Q2 2021$26,710,000
+12152.3%
296,985
+12026.8%
0.01%
Q1 2021$218,000
-98.8%
2,449
-98.7%
0.00%
-100.0%
Q4 2020$17,639,000
+6.5%
192,164
+8.0%
0.01%
-14.3%
Q3 2020$16,557,000
+27.1%
177,861
+27.6%
0.01%
+16.7%
Q2 2020$13,024,000
+9.5%
139,433
+4.5%
0.01%
-14.3%
Q1 2020$11,889,000
+9.5%
133,454
+7.2%
0.01%
+75.0%
Q4 2019$10,859,000
+14.8%
124,510
+15.8%
0.01%0.0%
Q3 2019$9,459,000
-70.3%
107,481
-70.8%
0.01%
-70.4%
Q2 2019$31,824,000
+4.6%
367,910
+1.5%
0.03%
+3.8%
Q1 2019$30,426,000
+20.7%
362,507
+16.9%
0.03%
+8.3%
Q4 2018$25,215,000
-5.3%
310,188
-6.3%
0.02%
+14.3%
Q3 2018$26,634,000
+1.1%
330,933
+1.7%
0.02%
-4.5%
Q2 2018$26,354,000
-7.6%
325,480
-6.7%
0.02%
-12.0%
Q1 2018$28,537,000
-5.0%
348,991
-2.6%
0.02%
-3.8%
Q4 2017$30,044,000
+7.0%
358,396
+8.1%
0.03%0.0%
Q3 2017$28,078,000
+13.4%
331,654
+13.2%
0.03%
+8.3%
Q2 2017$24,759,000
+9.6%
292,906
+8.4%
0.02%
+14.3%
Q1 2017$22,587,000
+9.4%
270,155
+9.4%
0.02%
-4.5%
Q4 2016$20,652,000
+9.9%
246,973
+15.2%
0.02%
+4.8%
Q3 2016$18,798,000
+23.2%
214,446
+23.8%
0.02%
+23.5%
Q2 2016$15,258,000
+37.9%
173,237
+35.1%
0.02%
+41.7%
Q1 2016$11,065,000
+0.7%
128,250
-3.0%
0.01%
-7.7%
Q4 2015$10,988,000
+12.0%
132,282
+14.4%
0.01%
-7.1%
Q3 2015$9,808,000
+14.2%
115,610
+12.9%
0.01%
+40.0%
Q2 2015$8,585,000
+9.3%
102,366
+12.3%
0.01%
+11.1%
Q1 2015$7,856,000
-1.7%
91,126
-3.4%
0.01%0.0%
Q4 2014$7,992,000
+22.3%
94,370
+21.7%
0.01%
+28.6%
Q3 2014$6,535,000
+14.9%
77,552
+15.5%
0.01%
+16.7%
Q2 2014$5,686,000
+3.9%
67,141
+2.2%
0.01%
-14.3%
Q1 2014$5,475,000
-11.0%
65,705
-12.7%
0.01%
-12.5%
Q4 2013$6,151,000
-10.7%
75,280
-8.8%
0.01%
-27.3%
Q3 2013$6,890,000
+2.5%
82,510
+2.4%
0.01%
-8.3%
Q2 2013$6,724,00080,5440.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 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