VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 124 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,958 | +0.1% | 5,854 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $287,783 | +3.6% | 5,854 | +3.8% | 0.00% | 0.0% |
| Q1 2023 | $277,714 | -30.4% | 5,640 | -30.7% | 0.00% | -33.3% |
| Q4 2022 | $399,000 | -5.5% | 8,140 | -5.5% | 0.00% | -25.0% |
| Q3 2022 | $422,000 | -1.4% | 8,615 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $428,000 | +31.3% | 8,690 | +31.7% | 0.00% | +100.0% |
| Q1 2022 | $326,000 | -41.2% | 6,600 | -40.5% | 0.00% | -50.0% |
| Q4 2021 | $554,000 | +2.2% | 11,100 | +2.8% | 0.00% | 0.0% |
| Q3 2021 | $542,000 | +0.2% | 10,800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $541,000 | – | 10,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 885,333 | $43,381,314 | 18.72% |
| Wharton Business Group, LLC | 6,240,474 | $305,783 | 17.73% |
| Fortis Advisors, LLC | 241,502 | $11,833,614 | 9.01% |
| Verus Financial Partners, Inc. | 1,310,128 | $64,510,682 | 8.88% |
| Avion Wealth | 547,528 | $26,801 | 8.34% |
| TruWealth Advisors, LLC | 1,564,277 | $76,649,584 | 7.48% |
| Kathmere Capital Management, LLC | 1,525,030 | $74,879,646 | 6.41% |
| MONUMENTAL FINANCIAL GROUP INC. | 158,731 | $7,778 | 6.28% |
| Colony Family Offices, LLC | 292,254 | $14,320,446 | 5.96% |
| Manchester Capital Management LLC | 670,452 | $32,852,148 | 4.83% |