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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $603,333 | -4.8% | 12,203 | -5.3% | 0.16% | -16.3% |
| Q3 2023 | $633,730 | +9.3% | 12,883 | +9.3% | 0.19% | +10.5% |
| Q2 2023 | $579,690 | -24.9% | 11,792 | -24.8% | 0.17% | -31.7% |
| Q1 2023 | $771,981 | +6.3% | 15,678 | +5.8% | 0.25% | -3.8% |
| Q4 2022 | $726,000 | – | 14,817 | – | 0.26% | – |
Download | ||||||
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% |