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 | $1,728,733 | +21.3% | 35,144 | +21.2% | 1.24% | +3.9% |
| Q2 2023 | $1,424,903 | +9.5% | 28,985 | +9.7% | 1.20% | +4.9% |
| Q1 2023 | $1,301,413 | +8.7% | 26,430 | +8.2% | 1.14% | +0.4% |
| Q4 2022 | $1,197,000 | -10.3% | 24,432 | -10.3% | 1.14% | -21.9% |
| Q3 2022 | $1,334,000 | +10.4% | 27,245 | +10.9% | 1.46% | +20.3% |
| Q2 2022 | $1,208,000 | +6.4% | 24,558 | +6.9% | 1.21% | +5.8% |
| Q1 2022 | $1,135,000 | -24.2% | 22,983 | -23.4% | 1.14% | -20.6% |
| Q4 2021 | $1,498,000 | – | 29,994 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 771,573 | $37,768,000 | 16.86% |
| Pacific Center for Financial Services | 760,223 | $37,213,000 | 14.56% |
| Wharton Business Group, LLC | 4,305,006 | $210,730,000 | 14.25% |
| TruWealth Advisors, LLC | 2,210,508 | $108,204,000 | 11.45% |
| Verus Financial Partners, Inc. | 1,358,349 | $66,355,000 | 10.05% |
| Fortis Advisors, LLC | 239,533 | $11,725,000 | 8.37% |
| Avion Wealth | 547,528 | $26,801,000 | 8.33% |
| Kathmere Capital Management, LLC | 735,020 | $35,979,000 | 7.17% |
| MONUMENTAL FINANCIAL GROUP INC. | 149,943 | $7,340,000 | 6.95% |
| Northwest Capital Management Inc | 215,082 | $10,528,000 | 6.10% |