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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 921937710

VANGUARD BD INDEX FDS

15 institutions · $7.6M total · 84,602 shares

#ManagerSharesValue% of TotalPeriod
1SILVERCREST ASSET MANAGEMENT GROUP LLC46,357$4.1M54.79%2024-06-30
2Fulton Bank, N.A.10,637$1.1M12.57%2025-12-31
3FIRST MERCHANTS CORP7,554$801.6K8.92%2025-12-31
4Fifth Third Wealth Advisors LLC4,583$451.1K5.41%2024-12-31
5TWIN CAPITAL MANAGEMENT INC3,482$308.2K4.11%2025-03-31
6Quest 10 Wealth Builders, Inc.2,374$233.7K2.80%2024-12-31
7Williams Jones Wealth Management, LLC.2,005$212.8K2.36%2025-12-31
8Grey Fox Wealth Advisors, LLC2,067$194.6K2.44%2025-09-30
9Oakworth Capital, Inc.926$98.3K1.09%2025-12-31
10PSI Advisors, LLC359$31.7K0.42%2025-03-31
11Vermillion Wealth Management, Inc.180$18.8K0.21%2025-09-30
12Kohmann Bosshard Financial Services, LLC36$3.8K0.04%2025-12-31
13Garde Capital, Inc.3,755$3704.43%2024-12-31
14RE Dickinson Investment Advisors, LLC212$170.25%2023-09-30
15DIVIDEND ASSETS CAPITAL, LLC75$60.08%2023-12-31