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.
| 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 |
| 2024 Q3 | ADDED | 20,539 | +1,306 | +6.8% | 0.04% | $1.0M | $46.56 |
| 2024 Q2 | UNCHANGED | 19,233 | — | 0% | 0.04% | $952K | $45.58 |
| 2024 Q1 | UNCHANGED | 19,233 | — | 0% | 0.04% | $953K | $44.99 |
| 2023 Q4 | REDUCED | 19,233 | -85 | -0.4% | 0.04% | $951K | $44.52 |
| 2023 Q3 | REDUCED | 19,318 | -1,102 | -5.4% | 0.05% | $950K | $43.56 |
| 2023 Q2 | ADDED | 20,420 | +15,486 | +313.9% | 0.05% | $1.0M | $43.03 |
As of 2025 Q4 — sorted by position size