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 | $1,948,908 | +118.8% | 39,620 | +118.7% | 0.44% | +132.6% |
Q2 2023 | $890,779 | +15.4% | 18,120 | +15.6% | 0.19% | +8.7% |
Q1 2023 | $771,591 | +0.5% | 15,670 | 0.0% | 0.17% | -4.4% |
Q4 2022 | $767,830 | +0.1% | 15,670 | 0.0% | 0.18% | -4.3% |
Q3 2022 | $767,000 | -29.1% | 15,670 | -28.8% | 0.19% | -23.3% |
Q2 2022 | $1,082,000 | -9.8% | 22,000 | -9.5% | 0.24% | +5.6% |
Q1 2022 | $1,200,000 | +4.0% | 24,300 | +5.2% | 0.23% | +11.5% |
Q4 2021 | $1,154,000 | -0.3% | 23,100 | 0.0% | 0.21% | -6.7% |
Q3 2021 | $1,158,000 | 0.0% | 23,100 | 0.0% | 0.22% | -0.4% |
Q2 2021 | $1,158,000 | – | 23,100 | – | 0.22% | – |
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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% |