Nelson Capital Management, LLC - VANGUARD BD INDEX FDS ownership

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
Nelson Capital Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$548,420
-59.3%
11,149
-59.3%
0.13%
-61.5%
Q2 2023$1,347,722
-74.8%
27,415
-74.7%
0.35%
-77.1%
Q1 2023$5,342,885
-38.0%
108,507
-38.3%
1.52%
-40.0%
Q4 2022$8,615,180
-5.1%
175,820
-5.2%
2.53%
-5.2%
Q3 2022$9,077,000
+18.5%
185,436
+19.1%
2.67%
+26.1%
Q2 2022$7,659,000
-36.2%
155,676
-36.0%
2.12%
-10.0%
Q1 2022$12,010,000
+33.6%
243,162
+35.1%
2.35%
+41.3%
Q4 2021$8,990,000179,9801.66%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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