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 | $10,609,435 | +35.5% | 215,676 | +35.4% | 0.02% | +14.3% |
Q2 2023 | $7,829,842 | +4.2% | 159,273 | +4.4% | 0.01% | 0.0% |
Q1 2023 | $7,510,964 | +7.6% | 152,541 | +7.1% | 0.01% | 0.0% |
Q4 2022 | $6,980,186 | -8.2% | 142,447 | -8.3% | 0.01% | -17.6% |
Q3 2022 | $7,607,000 | -8.8% | 155,405 | -8.3% | 0.02% | -5.6% |
Q2 2022 | $8,343,000 | +452.2% | 169,560 | +454.3% | 0.02% | +500.0% |
Q1 2022 | $1,511,000 | -74.2% | 30,588 | -73.9% | 0.00% | -72.7% |
Q4 2021 | $5,851,000 | +148.8% | 117,153 | +149.6% | 0.01% | +120.0% |
Q3 2021 | $2,352,000 | +118.6% | 46,937 | +118.4% | 0.01% | +150.0% |
Q2 2021 | $1,076,000 | – | 21,492 | – | 0.00% | – |
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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% |