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 | $499,327 | +0.1% | 10,151 | 0.0% | 0.16% | +3.3% |
Q2 2023 | $499,024 | -56.8% | 10,151 | -56.7% | 0.15% | -39.3% |
Q1 2023 | $1,153,890 | +8.5% | 23,434 | +8.0% | 0.25% | -10.6% |
Q4 2022 | $1,063,202 | -37.6% | 21,698 | -37.7% | 0.28% | -46.3% |
Q3 2022 | $1,705,000 | -1.2% | 34,828 | -0.8% | 0.52% | +3.6% |
Q2 2022 | $1,725,000 | -38.9% | 35,105 | -38.6% | 0.51% | -32.4% |
Q1 2022 | $2,825,000 | +198.6% | 57,206 | +201.9% | 0.75% | +207.4% |
Q4 2021 | $946,000 | – | 18,947 | – | 0.24% | – |
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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% |