VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 265 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. 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 ↓ |
---|---|---|---|
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% |