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 | $385,207 | -23.2% | 7,831 | -23.2% | 0.06% | -9.1% |
| Q2 2023 | $501,481 | -4.0% | 10,201 | -3.8% | 0.07% | -5.7% |
| Q1 2023 | $522,239 | -41.8% | 10,606 | -42.1% | 0.07% | -42.6% |
| Q4 2022 | $898,023 | -1.5% | 18,327 | -1.7% | 0.12% | -6.9% |
| Q3 2022 | $912,000 | -0.4% | 18,637 | +0.1% | 0.13% | +5.6% |
| Q2 2022 | $916,000 | -49.5% | 18,610 | -48.7% | 0.12% | -37.4% |
| Q4 2021 | $1,813,000 | -0.4% | 36,287 | -0.1% | 0.20% | +9.4% |
| Q3 2021 | $1,821,000 | – | 36,327 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wharton Business Group, LLC | 4,583,342 | $226,371,000 | 13.73% |
| Financial Sense Advisors, Inc. | 685,364 | $33,850,000 | 12.67% |
| Pacific Center for Financial Services | 685,364 | $33,850,000 | 12.10% |
| TruWealth Advisors, LLC | 2,112,923 | $104,357,000 | 10.85% |
| MONUMENTAL FINANCIAL GROUP INC. | 144,799 | $7,152,000 | 5.92% |
| John W. Brooker & Co., CPAs | 211,789 | $10,460,000 | 5.67% |
| Northwest Capital Management Inc | 229,078 | $11,314,000 | 5.32% |
| McClarren Financial Advisors, Inc. | 144,655 | $7,132,000 | 5.16% |
| Kathmere Capital Management, LLC | 605,511 | $29,906,000 | 5.09% |
| Leeward Financial Partners, LLC | 158,948 | $7,850,000 | 4.85% |