WBH ADVISORY INC - VANGUARD BD INDEX FDS ownership

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
WBH ADVISORY INC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,162,606
-25.5%
23,635
-25.5%
0.14%
-22.7%
Q2 2023$1,559,847
-17.8%
31,730
-17.7%
0.18%
-21.9%
Q1 2023$1,897,316
-42.8%
38,532
-43.1%
0.24%
-50.4%
Q3 2022$3,315,000
-86.6%
67,713
-86.6%
0.48%
-85.5%
Q2 2022$24,755,000
+3110.8%
503,451
+3119.2%
3.30%
+3376.8%
Q1 2022$771,000
-11.4%
15,639
-10.2%
0.10%
-4.0%
Q4 2021$870,000
+0.6%
17,417
+1.0%
0.10%
-14.7%
Q3 2021$865,000
+200.3%
17,242
+199.8%
0.12%
+176.2%
Q2 2021$288,0005,7510.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 885,333$43,381,31418.72%
Wharton Business Group, LLC 6,240,474$305,78317.73%
Fortis Advisors, LLC 241,502$11,833,6149.01%
Verus Financial Partners, Inc. 1,310,128$64,510,6828.88%
Avion Wealth 547,528$26,8018.34%
TruWealth Advisors, LLC 1,564,277$76,649,5847.48%
Kathmere Capital Management, LLC 1,525,030$74,879,6466.41%
MONUMENTAL FINANCIAL GROUP INC. 158,731$7,7786.28%
Colony Family Offices, LLC 292,254$14,320,4465.96%
Manchester Capital Management LLC 670,452$32,852,1484.83%
View complete list of VANGUARD BD INDEX FDS shareholders