Keudell/Morrison Wealth Management - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 124 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Keudell/Morrison Wealth Management ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2022$423,000
-33.0%
8,650
-32.5%
0.16%
-31.0%
Q2 2022$631,000
-32.2%
12,820
-31.9%
0.23%
-41.1%
Q1 2022$930,000
+119.3%
18,838
+121.8%
0.39%
+132.9%
Q4 2021$424,000
-41.6%
8,495
-41.4%
0.17%
-46.3%
Q3 2021$726,00014,4850.31%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Colony Family Offices, LLC 856,950$42,153,37117.99%
Avion Wealth 1,098,528$54,03515.43%
Fortis Advisors, LLC 430,198$21,161,44614.98%
Grant Street Asset Management, Inc. 750,945$36,938,99814.84%
Pacific Center for Financial Services 761,788$37,472,34412.73%
Wharton Business Group, LLC 4,327,794$212,88411.83%
Kathmere Capital Management, LLC 1,019,654$50,156,7807.43%
Red Wave Investments LLC 251,350$12,363,9075.28%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 209,850$10,322,5564.54%
Coyle Financial Counsel LLC 214,460$10,549,2954.42%
View complete list of VANGUARD BD INDEX FDS shareholders