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 | $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 ↓ |
---|---|---|---|
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% |