Ownership history in Berkeley Capital Partners, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Berkeley Capital Partners, 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 Q3 | REDUCED | 5,283 | -516 | -8.9% | 0.06% | $264K | $48.93 |
| 2025 Q2 | ADDED | 5,799 | +1,277 | +28.2% | 0.07% | $289K | $48.23 |
| 2025 Q1 | UNCHANGED | 4,522 | — | 0% | 0.06% | $225K | $47.65 |
| 2024 Q4 | ADDED | 4,522 | +6 | +0.1% | 0.06% | $224K | $47.05 |
| 2024 Q3 | REDUCED | 4,516 | -125 | -2.7% | 0.06% | $226K | $46.56 |
| 2024 Q2 | REDUCED | 4,641 | -68 | -1.4% | 0.07% | $230K | $45.58 |
| 2024 Q1 | REDUCED | 4,709 | -271 | -5.4% | 0.07% | $233K | $44.99 |
| 2023 Q3 | ADDED | 4,980 | +6 | +0.1% | 0.09% | $245K | $43.56 |
| 2023 Q2 | REDUCED | 4,974 | -36 | -0.7% | 0.09% | $245K | $43.03 |
| 2023 Q1 | REDUCED | 5,010 | -359 | -6.7% | 0.09% | $247K | $42.66 |
As of 2025 Q4 — sorted by position size