CWS Financial Advisors, LLC - 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
CWS Financial Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,903,432
-14.2%
38,696
-14.3%
0.76%
-9.4%
Q2 2023$2,219,692
-27.6%
45,152
-27.5%
0.84%
-31.0%
Q1 2023$3,067,188
-15.2%
62,291
-15.7%
1.22%
-29.5%
Q3 2022$3,616,000
-5.6%
73,873
-5.1%
1.73%
-1.2%
Q2 2022$3,831,000
-10.1%
77,872
-8.7%
1.75%
+16.6%
Q4 2021$4,262,000
+138.9%
85,335
+139.7%
1.50%
+111.4%
Q2 2021$1,784,00035,6050.71%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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