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 | $3,695,448 | +0.1% | 75,126 | 0.0% | 0.12% | +0.9% |
| Q2 2023 | $3,693,194 | -1.3% | 75,126 | -1.1% | 0.11% | -7.3% |
| Q1 2023 | $3,740,073 | +1.1% | 75,956 | +0.6% | 0.12% | -0.8% |
| Q4 2022 | $3,700,529 | -4.0% | 75,521 | -4.1% | 0.12% | -16.2% |
| Q3 2022 | $3,856,000 | -9.6% | 78,771 | -9.1% | 0.15% | -6.3% |
| Q2 2022 | $4,266,000 | -14.5% | 86,702 | -14.2% | 0.16% | -7.1% |
| Q1 2022 | $4,989,000 | -18.0% | 101,019 | -17.1% | 0.17% | -22.7% |
| Q4 2021 | $6,084,000 | +19.2% | 121,794 | +19.7% | 0.22% | +12.2% |
| Q3 2021 | $5,103,000 | – | 101,769 | – | 0.20% | – |
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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% |