VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 174 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Colony Family Offices, LLC | 856,950 | $42,153,371 | 17.99% |
| Avion Wealth | 1,098,528 | $54,035 | 15.43% |
| Fortis Advisors, LLC | 430,198 | $21,161,446 | 14.98% |
| Grant Street Asset Management, Inc. | 750,945 | $36,938,998 | 14.84% |
| Pacific Center for Financial Services | 761,788 | $37,472,344 | 12.73% |
| Wharton Business Group, LLC | 4,327,794 | $212,884 | 11.83% |
| Kathmere Capital Management, LLC | 1,019,654 | $50,156,780 | 7.43% |
| Red Wave Investments LLC | 251,350 | $12,363,907 | 5.28% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 209,850 | $10,322,556 | 4.54% |
| Coyle Financial Counsel LLC | 214,460 | $10,549,295 | 4.42% |