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 | $1,044,599 | +0.1% | 21,236 | 0.0% | 0.76% | +6.6% |
Q2 2023 | $1,043,962 | -0.2% | 21,236 | 0.0% | 0.72% | -8.9% |
Q1 2023 | $1,045,661 | -6.7% | 21,236 | -7.2% | 0.79% | -12.5% |
Q4 2022 | $1,120,826 | -7.3% | 22,874 | -7.4% | 0.90% | -13.1% |
Q3 2022 | $1,209,000 | +3.8% | 24,690 | +4.2% | 1.03% | +17.5% |
Q2 2022 | $1,165,000 | -0.3% | 23,690 | 0.0% | 0.88% | +7.8% |
Q1 2022 | $1,169,000 | +6.7% | 23,690 | +8.0% | 0.82% | -63.1% |
Q4 2021 | $1,096,000 | +24.7% | 21,939 | +25.0% | 2.21% | +318.0% |
Q3 2021 | $879,000 | – | 17,553 | – | 0.53% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Grant Street Asset Management, Inc. | 771,573 | $37,768,000 | 16.86% |
Pacific Center for Financial Services | 760,223 | $37,213,000 | 14.56% |
Wharton Business Group, LLC | 4,305,006 | $210,730,000 | 14.25% |
TruWealth Advisors, LLC | 2,210,508 | $108,204,000 | 11.45% |
Verus Financial Partners, Inc. | 1,358,349 | $66,355,000 | 10.05% |
Fortis Advisors, LLC | 239,533 | $11,725,000 | 8.37% |
Avion Wealth | 547,528 | $26,801,000 | 8.33% |
Kathmere Capital Management, LLC | 735,020 | $35,979,000 | 7.17% |
MONUMENTAL FINANCIAL GROUP INC. | 149,943 | $7,340,000 | 6.95% |
Northwest Capital Management Inc | 215,082 | $10,528,000 | 6.10% |