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 | $3,905,315 | -12.4% | 79,392 | -12.4% | 2.94% | -8.7% |
Q2 2023 | $4,457,308 | -2.1% | 90,669 | -1.9% | 3.22% | -5.1% |
Q1 2023 | $4,551,526 | +1.3% | 92,436 | +0.8% | 3.39% | +0.1% |
Q4 2022 | $4,493,027 | -7.1% | 91,694 | -6.8% | 3.39% | -11.9% |
Q2 2022 | $4,839,000 | -25.6% | 98,352 | -25.3% | 3.84% | -13.2% |
Q1 2022 | $6,507,000 | +1230.7% | 131,748 | +1249.3% | 4.43% | +882.7% |
Q2 2021 | $489,000 | – | 9,764 | – | 0.45% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wharton Business Group, LLC | 4,583,342 | $226,371,000 | 13.73% |
Financial Sense Advisors, Inc. | 685,364 | $33,850,000 | 12.67% |
Pacific Center for Financial Services | 685,364 | $33,850,000 | 12.10% |
TruWealth Advisors, LLC | 2,112,923 | $104,357,000 | 10.85% |
MONUMENTAL FINANCIAL GROUP INC. | 144,799 | $7,152,000 | 5.92% |
John W. Brooker & Co., CPAs | 211,789 | $10,460,000 | 5.67% |
Northwest Capital Management Inc | 229,078 | $11,314,000 | 5.32% |
McClarren Financial Advisors, Inc. | 144,655 | $7,132,000 | 5.16% |
Kathmere Capital Management, LLC | 605,511 | $29,906,000 | 5.09% |
Leeward Financial Partners, LLC | 158,948 | $7,850,000 | 4.85% |