Roundview Capital LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 273 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
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$2,009,00040,0910.22%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 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