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 | $3,407 | +0.6% | 69,255 | +0.5% | 2.50% | +2.6% |
| Q2 2023 | $3,387 | -2.8% | 68,897 | -2.6% | 2.44% | -6.3% |
| Q1 2023 | $3,483 | +55.1% | 70,727 | +54.3% | 2.61% | +40.7% |
| Q4 2022 | $2,246 | -99.9% | 45,834 | -35.9% | 1.85% | -43.0% |
| Q3 2022 | $3,499,000 | +11.3% | 71,488 | +11.9% | 3.25% | +8.4% |
| Q2 2022 | $3,144,000 | -18.0% | 63,902 | -17.7% | 3.00% | -7.4% |
| Q1 2022 | $3,836,000 | -16.5% | 77,673 | -15.5% | 3.24% | -15.3% |
| Q4 2021 | $4,594,000 | – | 91,975 | – | 3.82% | – |
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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% |