VUSB — VANGUARD BD INDEX FDS

Ownership history in LOWERY THOMAS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which LOWERY THOMAS, 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
2.13% (2025 Q4)
Avg. % of fund
1.52%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 75,503 +4,828 +6.8% 2.13% $3.8M $49.49
2025 Q3 ADDED 70,675 +18,727 +36.0% 2.04% $3.5M $48.93
2025 Q2 ADDED 51,948 +10,878 +26.5% 1.66% $2.6M $48.23
2025 Q1 ADDED 41,070 +29,473 +254.1% 1.40% $2.0M $47.65
2024 Q4 INITIATED 11,597 — — 0.38% $575K $47.05
% 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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