VUSB β€” VANGUARD BD INDEX FDS

Ownership history in Coyle Financial Counsel LLC  Β·  10 quarters on record

AI Ownership Summary

Coyle Financial Counsel LLC reported VANGUARD BD INDEX FDS (VUSB) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.03% in 2023 Q4. The latest visible filing shows VUSB at 3.86% 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 Coyle Financial Counsel 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
2025 Q4

VUSB was reported at 3.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.03% 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 2025 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 Coyle Financial Counsel LLC held VUSB β€” position size vs. price
% of Fund (quarterly)    VUSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 361,964 +16,059 +4.6% 3.86% $18.0M 2026-02-14 (Est.) $49.61
2025 Q3 ADDED 345,905 +59,580 +20.8% 3.99% $17.3M 2025-11-10 $48.98
2025 Q2 ADDED 286,325 +22,883 +8.7% 3.82% $14.3M 2025-08-14 $48.39
2025 Q1 ADDED 263,442 +11,695 +4.6% 4.01% $13.1M 2025-05-01 $47.64
2024 Q4 ADDED 251,747 +19,241 +8.3% 3.95% $12.5M 2025-02-04 $47.10
2024 Q3 ADDED 232,506 +6,267 +2.8% 4.02% $11.5M 2024-11-12 $46.51
2024 Q2 UNCHANGED 226,239 β€” 0% 4.01% $11.2M 2024-08-13 $45.95
2024 Q1 ADDED 226,239 +14,275 +6.7% 4.01% $11.2M 2024-05-15 $45.16
2023 Q4 REDUCED 211,964 -2,496 -1.2% 4.03% $10.5M 2024-02-15 $44.58
1 older quarter 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 Coyle Financial Counsel 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 Coyle Financial Counsel LLC reported owning VUSB?

Coyle Financial Counsel LLC reported VUSB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VUSB position in Coyle Financial Counsel LLC's portfolio?

The largest reported portfolio weight for VUSB was 4.03% in 2023 Q4.

What is the latest reported VUSB position on this page?

The most recent filing on this page is 2025 Q4, when Coyle Financial Counsel LLC reported 361,964 shares, equal to 3.86% of portfolio, with an estimated market value of $18.0M.

What does the chart on this VUSB ownership page compare?

The chart compares Coyle Financial Counsel 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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