VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 264 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $462,623 | -64.7% | 9,405 | -64.7% | 0.00% | -63.6% |
Q2 2023 | $1,310,912 | -52.3% | 26,666 | -52.3% | 0.01% | -60.7% |
Q1 2023 | $2,750,785 | +59.3% | 55,865 | +58.5% | 0.03% | +47.4% |
Q4 2022 | $1,726,924 | +51.0% | 35,243 | +50.8% | 0.02% | +35.7% |
Q3 2022 | $1,144,000 | +593.3% | 23,373 | +595.8% | 0.01% | +600.0% |
Q2 2022 | $165,000 | -22.2% | 3,359 | -21.8% | 0.00% | -33.3% |
Q1 2022 | $212,000 | +32.5% | 4,295 | +34.4% | 0.00% | +50.0% |
Q4 2021 | $160,000 | -35.5% | 3,196 | -35.4% | 0.00% | -50.0% |
Q3 2021 | $248,000 | – | 4,947 | – | 0.00% | – |
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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% |