VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 6 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $21,161,446 | +10.6% | 430,198 | +10.5% | 14.98% | +16.5% |
Q2 2023 | $19,134,741 | +0.3% | 389,234 | +0.5% | 12.86% | +3.1% |
Q1 2023 | $19,078,570 | +61.2% | 387,461 | +60.4% | 12.47% | +38.3% |
Q4 2022 | $11,833,614 | +0.9% | 241,502 | +0.8% | 9.01% | +7.7% |
Q3 2022 | $11,725,000 | – | 239,533 | – | 8.37% | – |
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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% |