BEESE FULMER INVESTMENT MANAGEMENT, INC. - VANGUARD BD INDEX FDS ownership

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
BEESE FULMER INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,246,721
-0.1%
25,345
-0.2%
0.14%
+4.4%
Q2 2023$1,247,927
-17.1%
25,385
-17.0%
0.14%
-21.5%
Q1 2023$1,505,513
-0.3%
30,575
-0.8%
0.17%
-5.5%
Q4 2022$1,510,425
+0.1%
30,8250.0%0.18%
-10.3%
Q3 2022$1,509,000
+1.1%
30,825
+1.6%
0.20%
+6.3%
Q2 2022$1,492,000
-0.4%
30,3290.0%0.19%
+17.9%
Q1 2022$1,498,000
-7.2%
30,329
-6.2%
0.16%
-3.6%
Q4 2021$1,615,000
+17.9%
32,329
+18.3%
0.17%
+9.1%
Q3 2021$1,370,00027,3290.15%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 771,573$37,768,00016.86%
Pacific Center for Financial Services 760,223$37,213,00014.56%
Wharton Business Group, LLC 4,305,006$210,730,00014.25%
TruWealth Advisors, LLC 2,210,508$108,204,00011.45%
Verus Financial Partners, Inc. 1,358,349$66,355,00010.05%
Fortis Advisors, LLC 239,533$11,725,0008.37%
Avion Wealth 547,528$26,801,0008.33%
Kathmere Capital Management, LLC 735,020$35,979,0007.17%
MONUMENTAL FINANCIAL GROUP INC. 149,943$7,340,0006.95%
Northwest Capital Management Inc 215,082$10,528,0006.10%
View complete list of VANGUARD BD INDEX FDS shareholders