Cypress Point Wealth Management, 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
Cypress Point Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,790,219
-7.1%
36,394
-7.2%
1.57%
-23.4%
Q2 2023$1,927,281
-0.6%
39,204
-0.4%
2.05%
-24.9%
Q1 2023$1,938,396
+0.4%
39,366
-0.1%
2.73%
-9.7%
Q4 2022$1,930,398
-11.3%
39,396
-11.4%
3.03%
-25.2%
Q3 2022$2,176,000
+30.1%
44,444
+30.7%
4.04%
+37.8%
Q2 2022$1,673,000
-48.6%
34,013
-48.4%
2.94%
-11.2%
Q1 2022$3,253,000
+37.8%
65,866
+39.4%
3.30%
+51.1%
Q4 2021$2,360,000
-50.3%
47,238
-50.1%
2.19%
+29.1%
Q3 2021$4,748,000
+451.5%
94,698
+451.0%
1.69%
+176.8%
Q2 2021$861,00017,1880.61%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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