VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 170 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,435,645 | -2.6% | 49,515 | -2.6% | 2.19% | -0.9% |
| Q2 2023 | $2,500,296 | +4.5% | 50,860 | +4.4% | 2.21% | -3.4% |
| Q1 2023 | $2,392,335 | +6.2% | 48,694 | +5.9% | 2.29% | -4.0% |
| Q4 2022 | $2,253,353 | +19.3% | 45,987 | +19.3% | 2.38% | +6.2% |
| Q3 2022 | $1,889,000 | +28.5% | 38,561 | +29.0% | 2.24% | +37.7% |
| Q2 2022 | $1,470,000 | -1.5% | 29,886 | -1.0% | 1.63% | +31.3% |
| Q1 2022 | $1,492,000 | +15.7% | 30,200 | +17.1% | 1.24% | +17.2% |
| Q4 2021 | $1,289,000 | – | 25,783 | – | 1.06% | – |
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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% |