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 | $4,910,170 | -9.9% | 99,820 | -10.0% | 0.60% | -7.5% |
Q2 2023 | $5,450,896 | -29.6% | 110,881 | -29.5% | 0.65% | -32.1% |
Q1 2023 | $7,746,255 | -14.6% | 157,316 | -15.1% | 0.96% | -19.2% |
Q4 2022 | $9,075,057 | -3.7% | 185,205 | -3.8% | 1.19% | -9.2% |
Q3 2022 | $9,419,000 | -3.8% | 192,422 | -3.3% | 1.31% | -1.5% |
Q2 2022 | $9,793,000 | -8.9% | 199,044 | -8.6% | 1.33% | +3.3% |
Q1 2022 | $10,755,000 | -0.5% | 217,753 | +0.6% | 1.28% | +5.2% |
Q4 2021 | $10,812,000 | +107.8% | 216,458 | +108.6% | 1.22% | +91.8% |
Q3 2021 | $5,202,000 | +223.1% | 103,755 | +222.9% | 0.64% | +216.4% |
Q2 2021 | $1,610,000 | – | 32,132 | – | 0.20% | – |
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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% |