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 | $7,672,451 | -5.0% | 155,976 | -5.1% | 0.03% | -3.3% |
Q2 2023 | $8,079,589 | -15.7% | 164,353 | -15.6% | 0.03% | -21.1% |
Q1 2023 | $9,583,021 | -4.7% | 194,619 | -5.1% | 0.04% | -13.6% |
Q4 2022 | $10,052,988 | +90.2% | 205,163 | +90.0% | 0.04% | +83.3% |
Q3 2022 | $5,285,000 | -24.3% | 107,975 | -23.9% | 0.02% | -22.6% |
Q2 2022 | $6,980,000 | +262.4% | 141,861 | +263.7% | 0.03% | +342.9% |
Q1 2022 | $1,926,000 | -5.1% | 39,005 | -4.0% | 0.01% | +16.7% |
Q4 2021 | $2,030,000 | – | 40,640 | – | 0.01% | – |
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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% |