VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 237 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $1,784,000 | – | 35,605 | – | 0.71% | – |
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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% |