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 | $518,815 | -29.6% | 10,547 | -29.7% | 0.05% | -25.4% |
Q2 2023 | $737,324 | -5.1% | 14,998 | -4.9% | 0.07% | -7.8% |
Q1 2023 | $776,765 | -21.2% | 15,775 | -21.5% | 0.08% | -22.2% |
Q4 2022 | $985,186 | -77.6% | 20,106 | -77.6% | 0.10% | -78.8% |
Q3 2022 | $4,403,000 | -3.7% | 89,939 | -3.3% | 0.47% | +0.4% |
Q2 2022 | $4,574,000 | -9.5% | 92,965 | -9.2% | 0.46% | +1.8% |
Q1 2022 | $5,056,000 | +62.6% | 102,366 | +64.5% | 0.46% | +70.1% |
Q4 2021 | $3,109,000 | +56.3% | 62,237 | +56.9% | 0.27% | +39.6% |
Q3 2021 | $1,989,000 | +172.5% | 39,668 | +172.4% | 0.19% | +178.3% |
Q2 2021 | $730,000 | – | 14,560 | – | 0.07% | – |
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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% |