VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 170 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,742 | -36.5% | 55,749 | -36.5% | 0.33% | -32.4% |
Q2 2023 | $4,316 | -7.4% | 87,799 | -7.2% | 0.49% | -11.1% |
Q1 2023 | $4,659 | -25.1% | 94,620 | -25.4% | 0.55% | -30.3% |
Q4 2022 | $6,218 | -99.9% | 126,895 | -15.5% | 0.79% | -19.0% |
Q3 2022 | $7,355,000 | -43.7% | 150,255 | -43.4% | 0.97% | -39.0% |
Q2 2022 | $13,060,000 | -9.6% | 265,437 | -9.2% | 1.59% | +9.4% |
Q1 2022 | $14,445,000 | +1.9% | 292,475 | +3.1% | 1.45% | +9.5% |
Q4 2021 | $14,170,000 | +22.2% | 283,690 | +22.7% | 1.33% | +11.6% |
Q3 2021 | $11,594,000 | +74.0% | 231,225 | +73.9% | 1.19% | +75.3% |
Q2 2021 | $6,664,000 | – | 132,991 | – | 0.68% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wharton Business Group, LLC | 4,583,342 | $226,371,000 | 13.73% |
Financial Sense Advisors, Inc. | 685,364 | $33,850,000 | 12.67% |
Pacific Center for Financial Services | 685,364 | $33,850,000 | 12.10% |
TruWealth Advisors, LLC | 2,112,923 | $104,357,000 | 10.85% |
MONUMENTAL FINANCIAL GROUP INC. | 144,799 | $7,152,000 | 5.92% |
John W. Brooker & Co., CPAs | 211,789 | $10,460,000 | 5.67% |
Northwest Capital Management Inc | 229,078 | $11,314,000 | 5.32% |
McClarren Financial Advisors, Inc. | 144,655 | $7,132,000 | 5.16% |
Kathmere Capital Management, LLC | 605,511 | $29,906,000 | 5.09% |
Leeward Financial Partners, LLC | 158,948 | $7,850,000 | 4.85% |