VUSB β€” VANGUARD BD INDEX FDS

Ownership history in Annapolis Financial Services, LLC  Β·  8 quarters on record

AI Ownership Summary

Annapolis Financial Services, LLC reported VANGUARD BD INDEX FDS (VUSB) in 8 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 1.74% in 2024 Q1. The latest visible filing shows VUSB at 1.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Annapolis Financial Services, LLC's position in VANGUARD BD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

VUSB was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VUSB stock page Annapolis Financial Services, LLC fund profile Annapolis Financial Services, LLC full holdings
How Annapolis Financial Services, LLC held VUSB β€” position size vs. price
% of Fund (quarterly)    VUSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 101,307 -29 -0.0% 1.50% $5.1M 2024-11-14 (Est.) $46.69
2024 Q2 REDUCED 101,336 -5,243 -4.9% 1.63% $5.0M 2024-07-17 $45.80
2024 Q1 REDUCED 106,579 -4,688 -4.2% 1.74% $5.3M 2024-04-17 $45.05
2023 Q4 ADDED 111,267 +48,291 +76.7% 1.38% $5.5M 2024-02-01 $44.75
2023 Q3 ADDED 62,976 +7,156 +12.8% 0.89% $3.1M 2023-10-30 $43.75
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VUSB

As of 2025 Q4 β€” sorted by position size

Calder Financial LLC 16.19% Avion Wealth 3Y 13.7% Pacific Center for Financial Services 3Y 7Y 12.77% Fortitude Advisory Group L.L.C. 3Y 10.74% Global Wealth Management, LLC 10.17% KITCHING PARTNERS, LLC 10.03% Red Wave Investments LLC 3Y 9.69% Fortis Advisors, LLC 3Y 7Y 9.27% Bramshill Investments, LLC 3Y 7Y 8.9% McClarren Financial Advisors, Inc. 3Y 8.2%

FAQ About Annapolis Financial Services, LLC and VUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Annapolis Financial Services, LLC reported owning VUSB?

Annapolis Financial Services, LLC reported VUSB across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported VUSB position in Annapolis Financial Services, LLC's portfolio?

The largest reported portfolio weight for VUSB was 1.74% in 2024 Q1.

What is the latest reported VUSB position on this page?

The most recent filing on this page is 2024 Q3, when Annapolis Financial Services, LLC reported 101,307 shares, equal to 1.50% of portfolio, with an estimated market value of $5.1M.

What does the chart on this VUSB ownership page compare?

The chart compares Annapolis Financial Services, LLC's quarterly VUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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