VUSB — VANGUARD BD INDEX FDS

Ownership history in Schulz Wealth, LTD.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. 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
11.86% (2023 Q4)
Avg. % of fund
7.72%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 177,475 +7,816 +4.6% 5.67% $8.8M $49.49
2025 Q3 ADDED 169,659 +2,141 +1.3% 5.61% $8.5M $48.93
2025 Q2 REDUCED 167,518 -1,325 -0.8% 6.24% $8.4M $48.23
2025 Q1 REDUCED 168,843 -16,900 -9.1% 6.42% $8.4M $47.65
5 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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