VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 124 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,490,506 | -4.5% | 91,289 | -4.6% | 0.45% | -1.5% |
Q2 2023 | $4,702,990 | -20.7% | 95,667 | -20.6% | 0.46% | -26.1% |
Q1 2023 | $5,932,879 | -0.8% | 120,489 | -1.2% | 0.62% | -8.9% |
Q4 2022 | $5,978,343 | -1.3% | 122,007 | -1.4% | 0.68% | -10.7% |
Q3 2022 | $6,056,000 | -0.6% | 123,711 | -0.1% | 0.76% | +4.8% |
Q2 2022 | $6,092,000 | -0.2% | 123,811 | +0.2% | 0.73% | +16.3% |
Q1 2022 | $6,104,000 | +120.4% | 123,593 | +122.9% | 0.63% | +127.2% |
Q4 2021 | $2,769,000 | +35.1% | 55,436 | +35.6% | 0.28% | +22.1% |
Q3 2021 | $2,050,000 | +2.0% | 40,887 | +2.0% | 0.23% | +0.9% |
Q2 2021 | $2,009,000 | – | 40,091 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Grant Street Asset Management, Inc. | 771,573 | $37,768,000 | 16.86% |
Pacific Center for Financial Services | 760,223 | $37,213,000 | 14.56% |
Wharton Business Group, LLC | 4,305,006 | $210,730,000 | 14.25% |
TruWealth Advisors, LLC | 2,210,508 | $108,204,000 | 11.45% |
Verus Financial Partners, Inc. | 1,358,349 | $66,355,000 | 10.05% |
Fortis Advisors, LLC | 239,533 | $11,725,000 | 8.37% |
Avion Wealth | 547,528 | $26,801,000 | 8.33% |
Kathmere Capital Management, LLC | 735,020 | $35,979,000 | 7.17% |
MONUMENTAL FINANCIAL GROUP INC. | 149,943 | $7,340,000 | 6.95% |
Northwest Capital Management Inc | 215,082 | $10,528,000 | 6.10% |