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 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
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 Q4 2021
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 1,001,107$49,214,44218.63%
Colony Family Offices, LLC 815,228$40,076,60816.90%
Avion Wealth 1,125,644$55,33614.49%
Fortis Advisors, LLC 389,234$19,134,74112.86%
Pacific Center for Financial Services 769,521$37,829,66312.44%
Kathmere Capital Management, LLC 944,551$46,434,1277.22%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 285,722$14,046,1426.12%
Wharton Business Group, LLC 1,782,574$87,6315.78%
Hoese & Co LLP 109,600$5,386,8205.06%
Red Wave Investments LLC 208,311$10,240,5694.14%
View complete list of VANGUARD BD INDEX FDS shareholders