VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 6 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wharton Business Group, LLC | 4,583,342 | $226,371,000 | 13.73% |
| Financial Sense Advisors, Inc. | 685,364 | $33,850,000 | 12.67% |
| Pacific Center for Financial Services | 685,364 | $33,850,000 | 12.10% |
| TruWealth Advisors, LLC | 2,112,923 | $104,357,000 | 10.85% |
| MONUMENTAL FINANCIAL GROUP INC. | 144,799 | $7,152,000 | 5.92% |
| John W. Brooker & Co., CPAs | 211,789 | $10,460,000 | 5.67% |
| Northwest Capital Management Inc | 229,078 | $11,314,000 | 5.32% |
| McClarren Financial Advisors, Inc. | 144,655 | $7,132,000 | 5.16% |
| Kathmere Capital Management, LLC | 605,511 | $29,906,000 | 5.09% |
| Leeward Financial Partners, LLC | 158,948 | $7,850,000 | 4.85% |