VUSB VANGUARD BD INDEX FDS

Ownership history in LOWE BROCKENBROUGH & CO INC  ·  17 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported VANGUARD BD INDEX FDS (VUSB) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.0% in 2025 Q4. The latest visible filing shows VUSB at 1.00% 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 LOWE BROCKENBROUGH & CO INC'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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 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 LOWE BROCKENBROUGH & CO INC held VUSB — position size vs. price
% of Fund (quarterly)    VUSB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 408,718 +70,569 +20.9% 1.00% $20.4M 2026-02-14 (Est.) $49.79
2025 Q3 ADDED 338,149 +30,901 +10.1% 0.87% $16.9M 2025-11-05 $49.10
2025 Q2 ADDED 307,248 +31,000 +11.2% 0.86% $15.3M 2025-08-11 $48.54
2025 Q1 ADDED 276,248 +20,924 +8.2% 0.91% $13.8M 2025-05-13 $47.81
2024 Q4 ADDED 255,324 +33,651 +15.2% 0.81% $12.7M 2025-02-11 $47.29
2024 Q3 ADDED 221,673 +47,184 +27.0% 0.71% $11.1M 2024-10-28 $46.62
2024 Q2 ADDED 174,489 +36,945 +26.9% 0.58% $8.6M 2024-08-12 $46.08
2024 Q1 ADDED 137,544 +9,444 +7.4% 0.46% $6.8M 2024-05-15 $45.32
2023 Q4 ADDED 128,100 +46,450 +56.9% 0.49% $6.3M 2024-02-14 $44.73
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO INC and VUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOWE BROCKENBROUGH & CO INC reported owning VUSB?

LOWE BROCKENBROUGH & CO INC reported VUSB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VUSB position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for VUSB was 1.00% in 2025 Q4.

What is the latest reported VUSB position on this page?

The most recent filing on this page is 2025 Q4, when LOWE BROCKENBROUGH & CO INC reported 408,718 shares, equal to 1.00% of portfolio, with an estimated market value of $20.4M.

What does the chart on this VUSB ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO INC'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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