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 | $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% | 30,825 | 0.0% | 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% | 30,329 | 0.0% | 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 | $1,370,000 | – | 27,329 | – | 0.15% | – |
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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% |