VUSB β€” VANGUARD BD INDEX FDS

Ownership history in Bray Capital Advisors  Β·  11 quarters on record

AI Ownership Summary

Bray Capital Advisors reported VANGUARD BD INDEX FDS (VUSB) in 11 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 2.83% in 2023 Q4. The latest visible filing shows VUSB at 2.69% 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 Bray Capital Advisors'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 Q4

VUSB was reported at 2.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.83% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2024 Q4

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.

How Bray Capital Advisors 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 Q4 REDUCED 200,400 -200 -0.1% 2.69% $9.9M 2025-02-14 (Est.) $47.16
2024 Q3 UNCHANGED 200,600 β€” 0% 2.45% $10.0M 2024-11-01 $46.48
2024 Q2 REDUCED 200,600 -6,000 -2.9% 2.49% $9.9M 2024-07-31 $45.78
2024 Q1 REDUCED 206,600 -100 -0.0% 2.60% $10.2M 2024-04-30 $44.94
2023 Q4 ADDED 206,700 +225 +0.1% 2.83% $10.2M 2024-01-29 $44.53
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VUSB

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 2.68%

FAQ About Bray Capital Advisors and VUSB

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

How long has Bray Capital Advisors reported owning VUSB?

Bray Capital Advisors reported VUSB across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported VUSB position in Bray Capital Advisors's portfolio?

The largest reported portfolio weight for VUSB was 2.83% in 2023 Q4.

What is the latest reported VUSB position on this page?

The most recent filing on this page is 2024 Q4, when Bray Capital Advisors reported 200,400 shares, equal to 2.69% of portfolio, with an estimated market value of $9.9M.

What does the chart on this VUSB ownership page compare?

The chart compares Bray Capital Advisors'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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