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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $213,583 | -3.5% | 4,342 | -3.6% | 0.08% | +1.2% |
Q2 2023 | $221,318 | -0.2% | 4,502 | 0.0% | 0.08% | -7.9% |
Q1 2023 | $221,678 | -77.2% | 4,502 | -76.9% | 0.09% | -69.1% |
Q4 2021 | $974,000 | -12.9% | 19,493 | -12.6% | 0.29% | -22.0% |
Q3 2021 | $1,118,000 | +46.9% | 22,293 | +46.7% | 0.37% | +47.0% |
Q2 2021 | $761,000 | – | 15,193 | – | 0.25% | – |
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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% |