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 | $2,809,241 | -0.8% | 57,110 | -0.8% | 0.13% | -4.5% |
Q2 2023 | $2,830,879 | -2.2% | 57,585 | -2.0% | 0.13% | -9.5% |
Q1 2023 | $2,894,573 | -2.0% | 58,785 | -2.5% | 0.15% | -13.0% |
Q4 2022 | $2,954,700 | -13.1% | 60,300 | -13.2% | 0.17% | -22.5% |
Q3 2022 | $3,402,000 | -29.8% | 69,500 | -29.4% | 0.22% | -30.4% |
Q2 2022 | $4,847,000 | -49.7% | 98,510 | -49.5% | 0.31% | -40.4% |
Q1 2022 | $9,632,000 | +17.5% | 195,020 | +18.8% | 0.52% | +25.9% |
Q4 2021 | $8,198,000 | +50.4% | 164,115 | +50.9% | 0.42% | +35.0% |
Q3 2021 | $5,452,000 | +487.5% | 108,740 | +487.1% | 0.31% | +483.0% |
Q2 2021 | $928,000 | – | 18,520 | – | 0.05% | – |
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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% |