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 | $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 ↓ |
---|---|---|---|
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% |