VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 6 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 885,333 | $43,381,314 | 18.72% |
| Wharton Business Group, LLC | 6,240,474 | $305,783 | 17.73% |
| Fortis Advisors, LLC | 241,502 | $11,833,614 | 9.01% |
| Verus Financial Partners, Inc. | 1,310,128 | $64,510,682 | 8.88% |
| Avion Wealth | 547,528 | $26,801 | 8.34% |
| TruWealth Advisors, LLC | 1,564,277 | $76,649,584 | 7.48% |
| Kathmere Capital Management, LLC | 1,525,030 | $74,879,646 | 6.41% |
| MONUMENTAL FINANCIAL GROUP INC. | 158,731 | $7,778 | 6.28% |
| Colony Family Offices, LLC | 292,254 | $14,320,446 | 5.96% |
| Manchester Capital Management LLC | 670,452 | $32,852,148 | 4.83% |