TriaGen Wealth Management 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
TriaGen Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,234,620
-4.5%
25,099
-4.6%
0.63%
+6.4%
Q2 2023$1,293,252
-64.2%
26,307
-64.1%
0.59%
-67.4%
Q1 2023$3,610,326
+14.0%
73,321
+13.4%
1.81%
+3.1%
Q4 2022$3,166,821
-37.8%
64,629
-37.9%
1.76%
-37.4%
Q3 2022$5,091,000
+80.1%
103,995
+81.0%
2.81%
+40.0%
Q2 2022$2,827,000
+817.9%
57,460
+820.1%
2.01%
+1155.0%
Q1 2022$308,000
-41.0%
6,245
-40.2%
0.16%
-38.0%
Q4 2021$522,000
-9.8%
10,445
-9.5%
0.26%
-18.1%
Q3 2021$579,00011,5440.32%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Colony Family Offices, LLC 856,950$42,153,37117.99%
Avion Wealth 1,098,528$54,03515.43%
Fortis Advisors, LLC 430,198$21,161,44614.98%
Grant Street Asset Management, Inc. 750,945$36,938,99814.84%
Pacific Center for Financial Services 761,788$37,472,34412.73%
Wharton Business Group, LLC 4,327,794$212,88411.83%
Kathmere Capital Management, LLC 1,019,654$50,156,7807.43%
Red Wave Investments LLC 251,350$12,363,9075.28%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 209,850$10,322,5564.54%
Coyle Financial Counsel LLC 214,460$10,549,2954.42%
View complete list of VANGUARD BD INDEX FDS shareholders