ECLECTIC ASSOCIATES INC /ADV - VANGUARD BD INDEX FDS ownership

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
ECLECTIC ASSOCIATES INC /ADV ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
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$620,00012,3710.45%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 771,573$37,768,00016.86%
Pacific Center for Financial Services 760,223$37,213,00014.56%
Wharton Business Group, LLC 4,305,006$210,730,00014.25%
TruWealth Advisors, LLC 2,210,508$108,204,00011.45%
Verus Financial Partners, Inc. 1,358,349$66,355,00010.05%
Fortis Advisors, LLC 239,533$11,725,0008.37%
Avion Wealth 547,528$26,801,0008.33%
Kathmere Capital Management, LLC 735,020$35,979,0007.17%
MONUMENTAL FINANCIAL GROUP INC. 149,943$7,340,0006.95%
Northwest Capital Management Inc 215,082$10,528,0006.10%
View complete list of VANGUARD BD INDEX FDS shareholders