VUSB — VANGUARD BD INDEX FDS

Ownership history in Clarius Group, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, 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.

Peak position
1.18% (2025 Q4)
Avg. % of fund
0.42%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 413,417 +105,275 +34.2% 1.18% $20.6M $49.49
2025 Q3 ADDED 308,142 +3,461 +1.1% 0.91% $15.4M $48.93
2025 Q2 ADDED 304,681 +1,940 +0.6% 0.88% $15.2M $48.23
2025 Q1 ADDED 302,741 +272,619 +905.0% 0.95% $15.1M $47.65
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUSB price (monthly, adj. close)

Other funds also holding VUSB

As of 2025 Q4 — 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%
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