VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 6 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
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% |