VANGUARD BD INDEX FD INC shareholders Q3 2023

VANGUARD BD INDEX FD INC's ticker is BSV and the CUSIP is 921937827. A total of 1,091 filers reported holding VANGUARD BD INDEX FD INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

VANGUARD BD INDEX FD INC shareholders Q3 2023
NameSharesValueWeighting ↓
MERCER GLOBAL ADVISORS INC /ADV 18,801,653$1,413,3205.37%
Verus Financial Partners, Inc. 547,010$41,069,5165.35%
MONUMENTAL FINANCIAL GROUP INC. 104,237$7,835,4955.22%
BetterWealth, LLC 170,977$12,852,3395.18%
OLIO Financial Planning 146,094$10,981,8635.16%
FISCHER INVESTMENT STRATEGIES, LLC 67,482$5,072,6085.15%
Empower Advisory Group, LLC 15,454,454$1,161,711,3025.14%
Austin Asset Management Co Inc 224,678$16,889,0444.93%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,859,054$741,105,1024.86%
Trellis Wealth Advisors LLC 102,418$7,698,7344.84%
Exeter Financial, LLC 119,635$8,992,9634.75%
Bull Street Advisors, LLC 117,171$8,8084.66%
Delap Wealth Advisory, LLC 63,522$4,774,9154.62%
LINCOLN NATIONAL CORP 3,030,273$227,785,6594.59%
Charter Oak Capital Management, LLC 455,249$34,221,0474.53%
Archvest Wealth Advisors, Inc. 144,405$10,883,0894.45%
Efficient Advisors, LLC 872,821$65,609,9464.44%
AVANTAX ADVISORY SERVICES, INC. 5,270,469$396,181,1044.44%
SOFI WEALTH, LLC 478,547$35,972,3644.39%
Houlihan Financial Resource Group, Ltd. 107,783$8,0944.33%
About VANGUARD BD INDEX FD INC

Vanguard BD Index Fund Inc. is a mutual fund that invests in a diversified portfolio of high-quality, investment-grade bonds. The fund seeks to track the performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index, which is a broad-based index of U.S. investment-grade bonds.

Investors who are looking for a low-cost way to invest in a diversified portfolio of bonds may find Vanguard BD Index Fund Inc. to be an attractive option. The fund has a low expense ratio, which means that investors can keep more of their returns. Additionally, the fund has a low turnover rate, which means that it is tax-efficient.

One of the benefits of investing in a bond fund like Vanguard BD Index Fund Inc. is that it can provide diversification to a portfolio that is heavily weighted towards stocks. Bonds tend to be less volatile than stocks, which can help to reduce the overall risk of a portfolio.

Investors should keep in mind that bond funds, like all investments, come with risks. Interest rates, inflation, and credit risk are all factors that can impact the performance of a bond fund. Additionally, bond funds can be impacted by changes in the economy, such as a recession or a period of high inflation.

Overall, Vanguard BD Index Fund Inc. is a solid option for investors who are looking for a low-cost way to invest in a diversified portfolio of high-quality bonds. As with any investment, investors should carefully consider their investment goals and risk tolerance before investing in this fund.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

External links

This page lists VANGUARD BD INDEX FD INC's shareholders in Q3 2023. To view VANGUARD BD INDEX FD INC's shareholder history, click here.