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 | $762,740 | +0.1% | 15,506 | 0.0% | 0.17% | +8.8% |
| Q2 2023 | $762,275 | -29.8% | 15,506 | -29.7% | 0.16% | -33.9% |
| Q1 2023 | $1,085,697 | -7.1% | 22,049 | -7.5% | 0.24% | -14.5% |
| Q4 2022 | $1,168,085 | -0.2% | 23,838 | -0.4% | 0.28% | -11.0% |
| Q3 2022 | $1,171,000 | -0.5% | 23,922 | 0.0% | 0.32% | -0.6% |
| Q2 2022 | $1,177,000 | -1.8% | 23,922 | -1.4% | 0.32% | +11.5% |
| Q1 2022 | $1,199,000 | -57.3% | 24,271 | -56.8% | 0.29% | -58.9% |
| Q4 2021 | $2,806,000 | – | 56,171 | – | 0.70% | – |
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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% |