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 | $4,105,643 | -2.3% | 83,465 | -2.4% | 0.28% | +1.8% |
Q2 2023 | $4,202,688 | -3.0% | 85,490 | -2.8% | 0.28% | -8.8% |
Q1 2023 | $4,331,692 | -0.7% | 87,971 | -1.2% | 0.31% | -2.8% |
Q4 2022 | $4,363,205 | -1.1% | 89,045 | -1.2% | 0.32% | -8.4% |
Q3 2022 | $4,413,000 | -3.3% | 90,153 | -2.8% | 0.34% | -0.3% |
Q2 2022 | $4,562,000 | +16.4% | 92,720 | +16.9% | 0.35% | +35.2% |
Q1 2022 | $3,919,000 | +423.9% | 79,343 | +429.5% | 0.26% | +481.8% |
Q4 2021 | $748,000 | +24.5% | 14,984 | +25.0% | 0.04% | +18.9% |
Q3 2021 | $601,000 | +71.7% | 11,983 | +71.6% | 0.04% | +68.2% |
Q2 2021 | $350,000 | – | 6,983 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Grant Street Asset Management, Inc. | 885,333 | $43,381,314 | 18.72% |
Wharton Business Group, LLC | 6,240,474 | $305,783 | 17.73% |
Fortis Advisors, LLC | 241,502 | $11,833,614 | 9.01% |
Verus Financial Partners, Inc. | 1,310,128 | $64,510,682 | 8.88% |
Avion Wealth | 547,528 | $26,801 | 8.34% |
TruWealth Advisors, LLC | 1,564,277 | $76,649,584 | 7.48% |
Kathmere Capital Management, LLC | 1,525,030 | $74,879,646 | 6.41% |
MONUMENTAL FINANCIAL GROUP INC. | 158,731 | $7,778 | 6.28% |
Colony Family Offices, LLC | 292,254 | $14,320,446 | 5.96% |
Manchester Capital Management LLC | 670,452 | $32,852,148 | 4.83% |