Capital Advisors Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 219 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2023$221,580
+0.5%
4,5000.0%0.06%
-9.0%
Q4 2022$220,500
+0.2%
4,5000.0%0.07%
-8.2%
Q3 2022$220,000
-0.5%
4,5000.0%0.07%
+1.4%
Q2 2022$221,000
-0.5%
4,5000.0%0.07%
+5.9%
Q1 2022$222,000
-1.3%
4,5000.0%0.07%0.0%
Q4 2021$225,000
-0.4%
4,5000.0%0.07%
-15.0%
Q3 2021$226,000
+0.4%
4,5000.0%0.08%
-3.6%
Q2 2021$225,0004,5000.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Colony Family Offices, LLC 856,950$42,153,37117.99%
Avion Wealth 1,098,528$54,03515.43%
Fortis Advisors, LLC 430,198$21,161,44614.98%
Grant Street Asset Management, Inc. 750,945$36,938,99814.84%
Pacific Center for Financial Services 761,788$37,472,34412.73%
Wharton Business Group, LLC 4,327,794$212,88411.83%
Kathmere Capital Management, LLC 1,019,654$50,156,7807.43%
Red Wave Investments LLC 251,350$12,363,9075.28%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 209,850$10,322,5564.54%
Coyle Financial Counsel LLC 214,460$10,549,2954.42%
View complete list of VANGUARD BD INDEX FDS shareholders