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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $302,334 | -31.7% | 6,150 | -31.6% | 0.09% | -40.3% |
| Q1 2023 | $442,421 | -5.6% | 8,985 | -6.0% | 0.14% | -10.6% |
| Q4 2022 | $468,440 | +1.4% | 9,560 | +1.4% | 0.16% | +22.0% |
| Q3 2022 | $462,000 | -16.2% | 9,430 | -15.8% | 0.13% | -8.3% |
| Q2 2022 | $551,000 | +8.0% | 11,203 | +8.4% | 0.14% | +30.9% |
| Q1 2022 | $510,000 | +11.6% | 10,333 | +12.9% | 0.11% | +8.9% |
| Q4 2021 | $457,000 | +21.2% | 9,155 | +21.9% | 0.10% | +4.1% |
| Q3 2021 | $377,000 | – | 7,510 | – | 0.10% | – |
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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% |