Vanguard Bd Index Fds shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Vanguard Bd Index Fds (VUSB) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Vanguard Bd Index Fds
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Quarterly reported holdings in Vanguard Bd Index Fds by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 139k | 50.00 |
| 2025-06-30 | $9.9M | 199k | 49.87 |
| 2025-03-31 | $14M | 271k | 49.86 |
| 2024-12-31 | $15M | 300k | 49.70 |
| 2024-09-30 | $9.5M | 191k | 49.70 |
| 2024-06-30 | $8.5M | 172k | 49.44 |
| 2024-03-31 | $5.5M | 112k | 49.35 |
| 2023-12-31 | $9.3M | 63k | 148.60 |
| 2023-09-30 | $2.8M | 57k | 49.09 |