VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 174 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,125,795 | -13.4% | 43,216 | -13.5% | 0.22% | -15.4% |
Q2 2023 | $2,455,100 | -35.2% | 49,941 | -35.1% | 0.26% | +26.8% |
Q1 2023 | $3,786,769 | +3.4% | 76,904 | +2.9% | 0.20% | -7.2% |
Q4 2022 | $3,660,608 | -12.7% | 74,706 | -12.8% | 0.22% | -21.9% |
Q3 2022 | $4,194,000 | +0.9% | 85,678 | +1.4% | 0.28% | +1.4% |
Q2 2022 | $4,156,000 | +117.8% | 84,480 | +118.7% | 0.28% | +140.5% |
Q1 2022 | $1,908,000 | +43.0% | 38,633 | +44.6% | 0.12% | +39.8% |
Q4 2021 | $1,334,000 | +68.4% | 26,708 | +69.1% | 0.08% | +53.7% |
Q3 2021 | $792,000 | +99.5% | 15,793 | +99.3% | 0.05% | +86.2% |
Q2 2021 | $397,000 | – | 7,925 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wharton Business Group, LLC | 4,583,342 | $226,371,000 | 13.73% |
Financial Sense Advisors, Inc. | 685,364 | $33,850,000 | 12.67% |
Pacific Center for Financial Services | 685,364 | $33,850,000 | 12.10% |
TruWealth Advisors, LLC | 2,112,923 | $104,357,000 | 10.85% |
MONUMENTAL FINANCIAL GROUP INC. | 144,799 | $7,152,000 | 5.92% |
John W. Brooker & Co., CPAs | 211,789 | $10,460,000 | 5.67% |
Northwest Capital Management Inc | 229,078 | $11,314,000 | 5.32% |
McClarren Financial Advisors, Inc. | 144,655 | $7,132,000 | 5.16% |
Kathmere Capital Management, LLC | 605,511 | $29,906,000 | 5.09% |
Leeward Financial Partners, LLC | 158,948 | $7,850,000 | 4.85% |