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 | $14,325,984 | +1.5% | 291,238 | +1.4% | 1.23% | +1.7% |
| Q2 2023 | $14,115,998 | -82.1% | 287,144 | -82.1% | 1.21% | -83.2% |
| Q1 2023 | $78,877,429 | +2.9% | 1,601,897 | +2.4% | 7.23% | -3.4% |
| Q4 2022 | $76,649,584 | -29.2% | 1,564,277 | -29.2% | 7.48% | -34.7% |
| Q3 2022 | $108,204,000 | +1.2% | 2,210,508 | +1.7% | 11.45% | -0.1% |
| Q2 2022 | $106,962,000 | +2.5% | 2,174,017 | +2.9% | 11.46% | +5.6% |
| Q1 2022 | $104,357,000 | – | 2,112,923 | – | 10.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colony Family Offices, LLC | 856,950 | $42,153,371 | 17.99% |
| Avion Wealth | 1,098,528 | $54,035 | 15.43% |
| Fortis Advisors, LLC | 430,198 | $21,161,446 | 14.98% |
| Grant Street Asset Management, Inc. | 750,945 | $36,938,998 | 14.84% |
| Pacific Center for Financial Services | 761,788 | $37,472,344 | 12.73% |
| Wharton Business Group, LLC | 4,327,794 | $212,884 | 11.83% |
| Kathmere Capital Management, LLC | 1,019,654 | $50,156,780 | 7.43% |
| Red Wave Investments LLC | 251,350 | $12,363,907 | 5.28% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 209,850 | $10,322,556 | 4.54% |
| Coyle Financial Counsel LLC | 214,460 | $10,549,295 | 4.42% |