VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 265 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 885,333 | $43,381,314 | 18.72% |
| Wharton Business Group, LLC | 6,240,474 | $305,783 | 17.73% |
| Fortis Advisors, LLC | 241,502 | $11,833,614 | 9.01% |
| Verus Financial Partners, Inc. | 1,310,128 | $64,510,682 | 8.88% |
| Avion Wealth | 547,528 | $26,801 | 8.34% |
| TruWealth Advisors, LLC | 1,564,277 | $76,649,584 | 7.48% |
| Kathmere Capital Management, LLC | 1,525,030 | $74,879,646 | 6.41% |
| MONUMENTAL FINANCIAL GROUP INC. | 158,731 | $7,778 | 6.28% |
| Colony Family Offices, LLC | 292,254 | $14,320,446 | 5.96% |
| Manchester Capital Management LLC | 670,452 | $32,852,148 | 4.83% |