VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 276 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,191,923 | -26.4% | 85,219 | -26.4% | 0.51% | -25.4% |
Q2 2023 | $5,692,968 | -13.5% | 115,805 | -13.4% | 0.69% | -20.7% |
Q1 2023 | $6,582,000 | -8.3% | 133,679 | -8.7% | 0.87% | -16.0% |
Q4 2022 | $7,177,182 | -18.3% | 146,473 | -18.4% | 1.03% | -19.5% |
Q3 2022 | $8,790,000 | -33.4% | 179,575 | -32.8% | 1.28% | -27.4% |
Q1 2022 | $13,192,000 | – | 267,104 | – | 1.77% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Grant Street Asset Management, Inc. | 771,573 | $37,768,000 | 16.86% |
Pacific Center for Financial Services | 760,223 | $37,213,000 | 14.56% |
Wharton Business Group, LLC | 4,305,006 | $210,730,000 | 14.25% |
TruWealth Advisors, LLC | 2,210,508 | $108,204,000 | 11.45% |
Verus Financial Partners, Inc. | 1,358,349 | $66,355,000 | 10.05% |
Fortis Advisors, LLC | 239,533 | $11,725,000 | 8.37% |
Avion Wealth | 547,528 | $26,801,000 | 8.33% |
Kathmere Capital Management, LLC | 735,020 | $35,979,000 | 7.17% |
MONUMENTAL FINANCIAL GROUP INC. | 149,943 | $7,340,000 | 6.95% |
Northwest Capital Management Inc | 215,082 | $10,528,000 | 6.10% |