Gradient Capital Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 219 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$926,248
-13.3%
18,830
-13.4%
0.39%
-9.6%
Q2 2023$1,068,443
-24.4%
21,734
-24.2%
0.43%
-28.8%
Q1 2023$1,412,538
-14.2%
28,687
-14.6%
0.60%
-19.7%
Q4 2022$1,645,662
-20.6%
33,585
-20.7%
0.75%
-24.4%
Q3 2022$2,073,000
-17.1%
42,342
-16.7%
0.99%
-17.5%
Q2 2022$2,500,000
-7.8%
50,822
-7.4%
1.20%
+4.5%
Q1 2022$2,711,000
+1.6%
54,884
+2.7%
1.15%
+3.3%
Q4 2021$2,669,000
+35.7%
53,431
+36.2%
1.11%
+23.2%
Q3 2021$1,967,000
+276.8%
39,222
+276.6%
0.90%
+268.2%
Q2 2021$522,00010,4150.24%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
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