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 | $528,448 | +3.3% | 10,743 | +3.2% | 0.24% | +3.4% |
| Q2 2023 | $511,805 | +1.0% | 10,411 | +1.1% | 0.23% | -12.0% |
| Q1 2023 | $506,926 | +10.2% | 10,295 | +9.6% | 0.27% | -3.3% |
| Q4 2022 | $460,208 | +10.9% | 9,392 | +10.7% | 0.28% | -12.4% |
| Q3 2022 | $415,000 | +73.6% | 8,487 | +74.4% | 0.31% | +48.8% |
| Q2 2022 | $239,000 | – | 4,866 | – | 0.21% | – |
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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% |