Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / VANGUARD ULTRA
-
Total 13F shares
-
462,327
-
Share change
-
-10,492
-
Total reported value
-
$22,857,415
-
Price per share
-
$49.44
-
Number of holders
-
4
-
Value change
-
-$517,660
-
Number of buys
-
1
-
Number of sells
-
2
Institutional Holders of VANGUARD BD INDEX FDS - VANGUARD ULTRA (VUSB) as of Q4 2023
As of 31 Dec 2023,
VANGUARD BD INDEX FDS - VANGUARD ULTRA (VUSB) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
462,327 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, Wharton Business Group, LLC, RENAISSANCE TECHNOLOGIES LLC, Ronald Blue Trust, Inc., WELLS FARGO & COMPANY/MN, Avion Wealth, Colony Family Offices, LLC, Grant Street Asset Management, Inc., Pacific Center for Financial Services, and LPL Financial LLC.
This page lists
290
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.