VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 264 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $401,833 | -44.0% | 8,169 | -44.0% | 0.03% | -53.0% |
Q2 2023 | $716,949 | -6.8% | 14,584 | -6.6% | 0.07% | +34.7% |
Q1 2023 | $769,030 | -8.4% | 15,618 | -8.9% | 0.05% | -41.7% |
Q4 2022 | $839,615 | +20.6% | 17,135 | +20.4% | 0.08% | +211.1% |
Q3 2022 | $696,000 | +1.6% | 14,234 | +2.2% | 0.03% | -71.3% |
Q2 2022 | $685,000 | -38.0% | 13,931 | -37.7% | 0.09% | -21.0% |
Q1 2022 | $1,105,000 | -45.4% | 22,368 | -44.7% | 0.12% | -43.3% |
Q4 2021 | $2,022,000 | -6.0% | 40,480 | -5.8% | 0.21% | -23.1% |
Q3 2021 | $2,151,000 | – | 42,980 | – | 0.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Colony Family Offices, LLC | 856,950 | $42,153,371 | 17.99% |
Avion Wealth | 1,098,528 | $54,035 | 15.43% |
Fortis Advisors, LLC | 430,198 | $21,161,446 | 14.98% |
Grant Street Asset Management, Inc. | 750,945 | $36,938,998 | 14.84% |
Pacific Center for Financial Services | 761,788 | $37,472,344 | 12.73% |
Wharton Business Group, LLC | 4,327,794 | $212,884 | 11.83% |
Kathmere Capital Management, LLC | 1,019,654 | $50,156,780 | 7.43% |
Red Wave Investments LLC | 251,350 | $12,363,907 | 5.28% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 209,850 | $10,322,556 | 4.54% |
Coyle Financial Counsel LLC | 214,460 | $10,549,295 | 4.42% |