VUSB — VANGUARD BD INDEX FDS

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  13 quarters on record

This page tracks every 13F SEC filing in which KLINGENSTEIN FIELDS & CO LP 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
0.05% (2025 Q1)
Avg. % of fund
0.03%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,296 -634 -12.9% 0.01% $215K $48.93
2025 Q2 REDUCED 4,930 -18,794 -79.2% 0.01% $246K $48.23
2025 Q1 ADDED 23,724 +2,082 +9.6% 0.05% $1.2M $47.65
2024 Q4 ADDED 21,642 +1,103 +5.4% 0.04% $1.1M $47.05
9 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%
← Back to KLINGENSTEIN FIELDS & CO LP Holdings