VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 265 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,599,462 | -29.0% | 32,516 | -29.1% | 0.65% | -29.7% |
Q2 2023 | $2,253,052 | -1.5% | 45,831 | -1.3% | 0.92% | -8.0% |
Q1 2023 | $2,287,247 | -59.6% | 46,451 | -59.8% | 1.00% | -61.5% |
Q4 2022 | $5,657,099 | +49.1% | 115,451 | +49.0% | 2.61% | +30.3% |
Q3 2022 | $3,794,000 | -62.8% | 77,500 | -62.6% | 2.00% | -60.0% |
Q2 2022 | $10,189,000 | +1077.9% | 207,100 | +1080.7% | 5.01% | +1106.7% |
Q1 2022 | $865,000 | +0.7% | 17,540 | +2.0% | 0.42% | +8.6% |
Q4 2021 | $859,000 | – | 17,190 | – | 0.38% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wharton Business Group, LLC | 4,583,342 | $226,371,000 | 13.73% |
Financial Sense Advisors, Inc. | 685,364 | $33,850,000 | 12.67% |
Pacific Center for Financial Services | 685,364 | $33,850,000 | 12.10% |
TruWealth Advisors, LLC | 2,112,923 | $104,357,000 | 10.85% |
MONUMENTAL FINANCIAL GROUP INC. | 144,799 | $7,152,000 | 5.92% |
John W. Brooker & Co., CPAs | 211,789 | $10,460,000 | 5.67% |
Northwest Capital Management Inc | 229,078 | $11,314,000 | 5.32% |
McClarren Financial Advisors, Inc. | 144,655 | $7,132,000 | 5.16% |
Kathmere Capital Management, LLC | 605,511 | $29,906,000 | 5.09% |
Leeward Financial Partners, LLC | 158,948 | $7,850,000 | 4.85% |