VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 264 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,877,680 | -3.8% | 99,160 | -3.9% | 0.57% | +2.4% |
| Q2 2023 | $5,071,346 | -23.4% | 103,160 | -23.3% | 0.55% | -30.9% |
| Q1 2023 | $6,622,534 | -13.4% | 134,495 | -13.8% | 0.80% | -21.1% |
| Q4 2022 | $7,647,724 | -34.8% | 156,076 | -34.8% | 1.01% | -36.3% |
| Q3 2022 | $11,722,000 | -19.3% | 239,461 | -18.9% | 1.59% | -15.6% |
| Q2 2022 | $14,527,000 | -5.3% | 295,261 | -3.8% | 1.89% | +35.7% |
| Q1 2022 | $15,338,000 | 0.0% | 307,073 | 0.0% | 1.39% | 0.0% |
| Q4 2021 | $15,338,000 | +4.5% | 307,073 | +4.9% | 1.39% | -0.5% |
| Q3 2021 | $14,675,000 | +66.9% | 292,673 | +66.8% | 1.40% | +66.7% |
| Q2 2021 | $8,791,000 | – | 175,430 | – | 0.84% | – |
Download | ||||||
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% |