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 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
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 2023
NameSharesValueWeighting ↓
Wharton Business Group, LLC 4,583,342$226,371,00013.73%
Financial Sense Advisors, Inc. 685,364$33,850,00012.67%
Pacific Center for Financial Services 685,364$33,850,00012.10%
TruWealth Advisors, LLC 2,112,923$104,357,00010.85%
MONUMENTAL FINANCIAL GROUP INC. 144,799$7,152,0005.92%
John W. Brooker & Co., CPAs 211,789$10,460,0005.67%
Northwest Capital Management Inc 229,078$11,314,0005.32%
McClarren Financial Advisors, Inc. 144,655$7,132,0005.16%
Kathmere Capital Management, LLC 605,511$29,906,0005.09%
Leeward Financial Partners, LLC 158,948$7,850,0004.85%
View complete list of VANGUARD BD INDEX FDS shareholders