VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 265 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,169,401 | -4.7% | 44,102 | -4.7% | 1.20% | -8.3% |
| Q2 2023 | $2,276,007 | -59.3% | 46,298 | -59.3% | 1.31% | -61.8% |
| Q1 2023 | $5,596,717 | +119.9% | 113,662 | +118.8% | 3.43% | +94.9% |
| Q4 2022 | $2,545,403 | -27.3% | 51,947 | -27.3% | 1.76% | -29.9% |
| Q3 2022 | $3,499,000 | +3.2% | 71,476 | +3.7% | 2.51% | +7.8% |
| Q2 2022 | $3,390,000 | -56.8% | 68,903 | -56.7% | 2.33% | -52.0% |
| Q1 2022 | $7,850,000 | +583.8% | 158,948 | +591.4% | 4.85% | +575.3% |
| Q4 2021 | $1,148,000 | – | 22,990 | – | 0.72% | – |
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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% |