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 | $37,472,344 | -0.9% | 761,788 | -1.0% | 12.73% | +2.3% |
Q2 2023 | $37,829,663 | +0.3% | 769,521 | +0.5% | 12.44% | -4.3% |
Q1 2023 | $37,708,364 | +1.3% | 765,808 | +0.7% | 13.00% | -10.7% |
Q3 2022 | $37,213,000 | +2.7% | 760,223 | +3.3% | 14.56% | -2.5% |
Q2 2022 | $36,218,000 | +7.0% | 736,139 | +7.4% | 14.94% | +23.4% |
Q1 2022 | $33,850,000 | +3644.5% | 685,364 | +3688.6% | 12.10% | +3225.3% |
Q4 2021 | $904,000 | +45.3% | 18,090 | +45.9% | 0.36% | +34.3% |
Q3 2021 | $622,000 | +89.6% | 12,398 | +89.2% | 0.27% | +89.5% |
Q2 2021 | $328,000 | – | 6,552 | – | 0.14% | – |
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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% |