WEBSTERROGERS FINANCIAL ADVISORS, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 237 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
WEBSTERROGERS FINANCIAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
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$262,0005,2280.06%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 885,333$43,381,31418.72%
Wharton Business Group, LLC 6,240,474$305,78317.73%
Fortis Advisors, LLC 241,502$11,833,6149.01%
Verus Financial Partners, Inc. 1,310,128$64,510,6828.88%
Avion Wealth 547,528$26,8018.34%
TruWealth Advisors, LLC 1,564,277$76,649,5847.48%
Kathmere Capital Management, LLC 1,525,030$74,879,6466.41%
MONUMENTAL FINANCIAL GROUP INC. 158,731$7,7786.28%
Colony Family Offices, LLC 292,254$14,320,4465.96%
Manchester Capital Management LLC 670,452$32,852,1484.83%
View complete list of VANGUARD BD INDEX FDS shareholders