VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 170 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $817,280 | +0.1% | 16,615 | +0.1% | 0.02% | 0.0% |
Q2 2023 | $816,192 | +44.0% | 16,603 | +44.2% | 0.02% | +38.5% |
Q1 2023 | $566,856 | -37.5% | 11,512 | -37.8% | 0.01% | -50.0% |
Q4 2022 | $906,778 | -19.4% | 18,506 | -19.5% | 0.03% | -38.1% |
Q3 2022 | $1,125,000 | -0.4% | 22,976 | 0.0% | 0.04% | -14.3% |
Q2 2022 | $1,130,000 | +129.2% | 22,976 | +130.3% | 0.05% | +157.9% |
Q1 2022 | $493,000 | -1.0% | 9,976 | 0.0% | 0.02% | +5.6% |
Q4 2021 | $498,000 | +10.7% | 9,976 | +11.1% | 0.02% | 0.0% |
Q3 2021 | $450,000 | – | 8,978 | – | 0.02% | – |
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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% |