Avion Wealth - VANGUARD BD INDEX FDS ownership

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
Avion Wealth ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$54,035
-2.4%
1,098,528
-2.4%
15.43%
+6.5%
Q2 2023$55,336
-15.1%
1,125,644
-15.3%
14.49%
-18.5%
Q1 2023$65,155
+143.1%
1,329,710
+142.9%
17.77%
+113.1%
Q4 2022$26,801
-99.9%
547,5280.0%8.34%
+0.1%
Q3 2022$26,801,000
+68.3%
547,528
+69.2%
8.33%
+68.7%
Q2 2022$15,925,000
+2.1%
323,688
+2.5%
4.94%
+10.1%
Q1 2022$15,599,000
+69.8%
315,832
+71.7%
4.49%
+72.8%
Q4 2021$9,187,000
+59.1%
183,930
+59.7%
2.60%
+48.3%
Q3 2021$5,775,000115,1691.75%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 885,333$43,381,31418.72%
Wharton Business Group, LLC 6,240,474$305,78317.73%
Fortis Advisors, LLC 241,502$11,833,6149.01%
Verus Financial Partners, Inc. 1,310,128$64,510,6828.88%
Avion Wealth 547,528$26,8018.34%
TruWealth Advisors, LLC 1,564,277$76,649,5847.48%
Kathmere Capital Management, LLC 1,525,030$74,879,6466.41%
MONUMENTAL FINANCIAL GROUP INC. 158,731$7,7786.28%
Colony Family Offices, LLC 292,254$14,320,4465.96%
Manchester Capital Management LLC 670,452$32,852,1484.83%
View complete list of VANGUARD BD INDEX FDS shareholders