Wharton Business Group, 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
Wharton Business Group, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$212,884
+142.9%
4,327,794
+142.8%
11.83%
+104.7%
Q2 2023$87,631
-57.8%
1,782,574
-57.8%
5.78%
-53.6%
Q1 2023$207,803
-32.0%
4,220,219
-32.4%
12.46%
-29.7%
Q4 2022$305,783
-99.9%
6,240,474
+45.0%
17.73%
+24.4%
Q3 2022$210,730,000
+5.6%
4,305,006
+6.1%
14.25%
+8.1%
Q2 2022$199,603,000
-11.8%
4,056,969
-11.5%
13.19%
-4.0%
Q1 2022$226,371,000
+38.8%
4,583,342
+40.4%
13.73%
+36.4%
Q4 2021$163,074,000
-18.5%
3,264,737
-18.2%
10.07%
-50.4%
Q3 2021$200,090,0003,990,63220.30%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Wharton Business Group, LLC 4,583,342$226,371,00013.73%
Financial Sense Advisors, Inc. 685,364$33,850,00012.67%
Pacific Center for Financial Services 685,364$33,850,00012.10%
TruWealth Advisors, LLC 2,112,923$104,357,00010.85%
MONUMENTAL FINANCIAL GROUP INC. 144,799$7,152,0005.92%
John W. Brooker & Co., CPAs 211,789$10,460,0005.67%
Northwest Capital Management Inc 229,078$11,314,0005.32%
McClarren Financial Advisors, Inc. 144,655$7,132,0005.16%
Kathmere Capital Management, LLC 605,511$29,906,0005.09%
Leeward Financial Partners, LLC 158,948$7,850,0004.85%
View complete list of VANGUARD BD INDEX FDS shareholders