Mascoma Wealth Management LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 124 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$88,050
+0.1%
1,7900.0%0.03%
+3.7%
Q2 2023$87,961
-88.7%
1,790
-88.7%
0.03%
-88.2%
Q1 2023$777,993
-15.5%
15,784
-15.9%
0.23%
-21.9%
Q4 2022$920,171
+12.2%
18,779
+12.2%
0.29%
+2.8%
Q3 2022$820,000
+10.7%
16,744
+11.1%
0.28%
+12.3%
Q2 2022$741,000
-16.1%
15,069
-15.7%
0.25%
-10.0%
Q1 2022$883,000
-32.0%
17,869
-31.2%
0.28%
-37.4%
Q4 2021$1,298,000
+9.4%
25,985
+9.9%
0.45%
-2.4%
Q3 2021$1,186,00023,6500.46%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 885,333$43,381,31418.72%
Wharton Business Group, LLC 6,240,474$305,78317.73%
Fortis Advisors, LLC 241,502$11,833,6149.01%
Verus Financial Partners, Inc. 1,310,128$64,510,6828.88%
Avion Wealth 547,528$26,8018.34%
TruWealth Advisors, LLC 1,564,277$76,649,5847.48%
Kathmere Capital Management, LLC 1,525,030$74,879,6466.41%
MONUMENTAL FINANCIAL GROUP INC. 158,731$7,7786.28%
Colony Family Offices, LLC 292,254$14,320,4465.96%
Manchester Capital Management LLC 670,452$32,852,1484.83%
View complete list of VANGUARD BD INDEX FDS shareholders