VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 174 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,322,556 | -26.5% | 209,850 | -26.6% | 4.54% | -25.8% |
| Q2 2023 | $14,046,142 | +3.3% | 285,722 | +3.4% | 6.12% | -2.2% |
| Q1 2023 | $13,600,159 | +78.7% | 276,201 | +77.8% | 6.26% | +69.7% |
| Q4 2022 | $7,612,042 | -27.8% | 155,348 | -27.9% | 3.69% | -33.5% |
| Q3 2022 | $10,542,000 | -17.7% | 215,367 | -17.3% | 5.54% | -11.5% |
| Q2 2022 | $12,814,000 | +2246.9% | 260,437 | +2255.8% | 6.26% | +2144.4% |
| Q1 2022 | $546,000 | +126.6% | 11,055 | +128.9% | 0.28% | +407.3% |
| Q4 2021 | $241,000 | -8.0% | 4,830 | -7.6% | 0.06% | -9.8% |
| Q3 2021 | $262,000 | – | 5,228 | – | 0.06% | – |
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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% |