Summit Asset Management, LLC - VANGUARD BD INDEX FDS ownership

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
Summit Asset Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$881,977
+0.1%
17,9300.0%0.24%
+3.0%
Q2 2023$881,439
-0.2%
17,9300.0%0.23%
-4.5%
Q1 2023$882,873
+0.5%
17,9300.0%0.24%
-4.3%
Q4 2022$878,570
-10.7%
17,930
-10.8%
0.25%
-20.1%
Q3 2022$984,000
-6.1%
20,105
-5.6%
0.32%
-1.9%
Q2 2022$1,048,000
-44.9%
21,305
-44.6%
0.32%
-40.7%
Q1 2022$1,901,000
+12.3%
38,485
+13.6%
0.55%
+13.8%
Q4 2021$1,693,000
+45.7%
33,885
+46.2%
0.48%
+31.9%
Q3 2021$1,162,00023,1850.36%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
WealthPlan Investment Management, LLC 130,106$6,432,4451.03%
Compass Financial Group, INC/SD 12,203$603,3330.16%
ST GERMAIN D J CO INC 28,208$1,394,6010.07%
Apella Capital, LLC 21,879$1,081,0500.06%
Bartlett & Co. LLC 23,256$1,1490.02%
Anchor Investment Management, LLC 2,149$106,2650.01%
View complete list of VANGUARD BD INDEX FDS shareholders