Ownership history in Applied Capital LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Applied Capital LLC reported a position in VANGUARD BD INDEX FDS (VUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 47,457 | +15,152 | +46.9% | 0.91% | $2.4M | $49.49 |
| 2025 Q3 | ADDED | 32,305 | +181 | +0.6% | 0.65% | $1.6M | $48.93 |
| 2025 Q2 | ADDED | 32,124 | +5,962 | +22.8% | 0.70% | $1.6M | $48.23 |
| 2025 Q1 | REDUCED | 26,162 | -1,970 | -7.0% | 0.64% | $1.3M | $47.65 |
| 2024 Q4 | ADDED | 28,132 | +817 | +3.0% | 0.72% | $1.4M | $47.05 |
| 2024 Q3 | ADDED | 27,315 | +563 | +2.1% | 0.78% | $1.4M | $46.56 |
| 2024 Q1 | REDUCED | 26,752 | -9,785 | -26.8% | 0.79% | $1.3M | $44.99 |
| 2023 Q4 | ADDED | 36,537 | +19,155 | +110.2% | 1.01% | $1.8M | $44.52 |
| 2023 Q3 | ADDED | 17,382 | +4,098 | +30.8% | 0.52% | $855K | $43.56 |
| 2022 Q2 | REDUCED | 13,284 | -2,950 | -18.2% | 0.45% | $654K | $41.83 |
As of 2025 Q4 — sorted by position size