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 | $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 | $579,000 | – | 11,544 | – | 0.32% | – |
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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% |