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 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
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 Q3 2023
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 1,001,107$49,214,44218.63%
Colony Family Offices, LLC 815,228$40,076,60816.90%
Avion Wealth 1,125,644$55,33614.49%
Fortis Advisors, LLC 389,234$19,134,74112.86%
Pacific Center for Financial Services 769,521$37,829,66312.44%
Kathmere Capital Management, LLC 944,551$46,434,1277.22%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 285,722$14,046,1426.12%
Wharton Business Group, LLC 1,782,574$87,6315.78%
Hoese & Co LLP 109,600$5,386,8205.06%
Red Wave Investments LLC 208,311$10,240,5694.14%
View complete list of VANGUARD BD INDEX FDS shareholders