VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 273 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,776,994 | -17.0% | 117,442 | -17.1% | 2.94% | -14.1% |
| Q2 2023 | $6,960,540 | +3.0% | 141,590 | +3.1% | 3.42% | -1.3% |
| Q1 2023 | $6,760,551 | -15.3% | 137,298 | -15.7% | 3.47% | -10.8% |
| Q4 2022 | $7,982,318 | +21.9% | 162,904 | +21.7% | 3.88% | -9.5% |
| Q3 2022 | $6,550,000 | +26.8% | 133,820 | +27.4% | 4.30% | +23.7% |
| Q2 2022 | $5,167,000 | +2044.0% | 105,012 | +2051.9% | 3.47% | +2154.5% |
| Q1 2022 | $241,000 | -66.8% | 4,880 | -66.4% | 0.15% | -66.8% |
| Q4 2021 | $726,000 | +17.1% | 14,535 | +17.5% | 0.46% | +2.7% |
| Q3 2021 | $620,000 | – | 12,371 | – | 0.45% | – |
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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% |