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 | $881,977 | +0.1% | 17,930 | 0.0% | 0.24% | +3.0% |
| Q2 2023 | $881,439 | -0.2% | 17,930 | 0.0% | 0.23% | -4.5% |
| Q1 2023 | $882,873 | +0.5% | 17,930 | 0.0% | 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 | $1,162,000 | – | 23,185 | – | 0.36% | – |
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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% |