VUSB — VANGUARD BD INDEX FDS

Ownership history in CWC Advisors, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which CWC Advisors, 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
4.21% (2024 Q4)
Avg. % of fund
3.05%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 99,661 +1,858 +1.9% 2.40% $5.0M $49.49
2025 Q3 ADDED 97,803 +363 +0.4% 2.39% $4.9M $48.93
2025 Q2 ADDED 97,440 +2,413 +2.5% 2.51% $4.9M $48.23
2025 Q1 ADDED 95,027 +9,887 +11.6% 2.70% $4.7M $47.65
2 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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