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 | $3,407,875 | -4.3% | 69,280 | -4.4% | 0.32% | +18.2% |
Q2 2023 | $3,561,524 | -0.7% | 72,448 | -0.5% | 0.28% | -9.5% |
Q1 2023 | $3,585,338 | +79733.8% | 72,814 | -20.6% | 0.30% | -24.8% |
Q4 2022 | $4,491 | -99.9% | 91,649 | +22.1% | 0.40% | +10.1% |
Q3 2022 | $3,674,000 | -3.4% | 75,051 | -2.9% | 0.37% | -3.2% |
Q2 2022 | $3,802,000 | -13.7% | 77,281 | -12.4% | 0.38% | +8.6% |
Q1 2022 | $4,408,000 | 0.0% | 88,256 | 0.0% | 0.35% | 0.0% |
Q4 2021 | $4,408,000 | +17.5% | 88,256 | +17.9% | 0.35% | +3.9% |
Q3 2021 | $3,753,000 | -39.1% | 74,852 | -39.1% | 0.34% | -39.2% |
Q2 2021 | $6,163,000 | – | 122,988 | – | 0.55% | – |
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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% |