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 170 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2021
NameSharesValueWeighting ↓
Wharton Business Group, LLC 4,583,342$226,371,00013.73%
Financial Sense Advisors, Inc. 685,364$33,850,00012.67%
Pacific Center for Financial Services 685,364$33,850,00012.10%
TruWealth Advisors, LLC 2,112,923$104,357,00010.85%
MONUMENTAL FINANCIAL GROUP INC. 144,799$7,152,0005.92%
John W. Brooker & Co., CPAs 211,789$10,460,0005.67%
Northwest Capital Management Inc 229,078$11,314,0005.32%
McClarren Financial Advisors, Inc. 144,655$7,132,0005.16%
Kathmere Capital Management, LLC 605,511$29,906,0005.09%
Leeward Financial Partners, LLC 158,948$7,850,0004.85%
View complete list of VANGUARD BD INDEX FDS shareholders