VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 170 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
---|---|---|---|
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% |