VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 174 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $8,990,000 | – | 179,980 | – | 1.66% | – |
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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% |