VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 276 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,947,000 | -27.6% | 141,231 | -27.6% | 0.00% | -33.3% |
Q2 2023 | $9,594,000 | +35.7% | 195,149 | +35.9% | 0.00% | +50.0% |
Q1 2023 | $7,070,000 | +1.9% | 143,594 | +1.4% | 0.00% | 0.0% |
Q4 2022 | $6,941,000 | +2.2% | 141,661 | +2.2% | 0.00% | 0.0% |
Q3 2022 | $6,789,000 | -6.0% | 138,675 | -5.5% | 0.00% | 0.0% |
Q2 2022 | $7,221,000 | -1.2% | 146,770 | -0.8% | 0.00% | 0.0% |
Q1 2022 | $7,311,000 | +5.6% | 148,024 | +6.8% | 0.00% | 0.0% |
Q4 2021 | $6,921,000 | +33.0% | 138,553 | +33.5% | 0.00% | +100.0% |
Q3 2021 | $5,205,000 | +1496.6% | 103,816 | +1497.2% | 0.00% | – |
Q2 2021 | $326,000 | – | 6,500 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Grant Street Asset Management, Inc. | 771,573 | $37,768,000 | 16.86% |
Pacific Center for Financial Services | 760,223 | $37,213,000 | 14.56% |
Wharton Business Group, LLC | 4,305,006 | $210,730,000 | 14.25% |
TruWealth Advisors, LLC | 2,210,508 | $108,204,000 | 11.45% |
Verus Financial Partners, Inc. | 1,358,349 | $66,355,000 | 10.05% |
Fortis Advisors, LLC | 239,533 | $11,725,000 | 8.37% |
Avion Wealth | 547,528 | $26,801,000 | 8.33% |
Kathmere Capital Management, LLC | 735,020 | $35,979,000 | 7.17% |
MONUMENTAL FINANCIAL GROUP INC. | 149,943 | $7,340,000 | 6.95% |
Northwest Capital Management Inc | 215,082 | $10,528,000 | 6.10% |