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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $256,151 | -44.0% | 5,202 | -44.3% | 0.00% | -50.0% |
| Q4 2022 | $457,812 | -5.8% | 9,343 | -5.8% | 0.00% | -33.3% |
| Q3 2022 | $486,000 | -48.7% | 9,919 | -48.5% | 0.00% | -50.0% |
| Q2 2022 | $947,000 | +23.6% | 19,253 | +24.2% | 0.01% | +20.0% |
| Q1 2022 | $766,000 | -1.0% | 15,500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $774,000 | -24.6% | 15,500 | -24.3% | 0.01% | -44.4% |
| Q3 2021 | $1,027,000 | +32.2% | 20,487 | +32.2% | 0.01% | +28.6% |
| Q2 2021 | $777,000 | – | 15,500 | – | 0.01% | – |
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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% |