VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 276 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. 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 ↓ |
---|---|---|---|
Grant Street Asset Management, Inc. | 771,573 | $37,768,000 | 16.86% |
Pacific Center for Financial Services | 760,223 | $37,213,000 | 14.56% |
Wharton Business Group, LLC | 4,305,006 | $210,730,000 | 14.25% |
TruWealth Advisors, LLC | 2,210,508 | $108,204,000 | 11.45% |
Verus Financial Partners, Inc. | 1,358,349 | $66,355,000 | 10.05% |
Fortis Advisors, LLC | 239,533 | $11,725,000 | 8.37% |
Avion Wealth | 547,528 | $26,801,000 | 8.33% |
Kathmere Capital Management, LLC | 735,020 | $35,979,000 | 7.17% |
MONUMENTAL FINANCIAL GROUP INC. | 149,943 | $7,340,000 | 6.95% |
Northwest Capital Management Inc | 215,082 | $10,528,000 | 6.10% |