Morganrosel Wealth Management, LLC / VUSB
Morganrosel Wealth Management, LLC’s Vanguard Bd Index Fds Position
Does Morganrosel Wealth Management, LLC own Vanguard Bd Index Fds (VUSB)? Yes — 100.8K shares worth $5M (+1.98% of its 13F portfolio) as of Q1 2026, down from 168.3K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
100.8K
% of Portfolio
+1.98%
Quarters Held
20
currently held
Position History VUSB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 100.8K | $5M | +1.98% |
| Q4 2025 | 168.3K | $8M | +2.10% |
| Q3 2025 | 155.5K | $8M | +2.01% |
| Q2 2025 | 116.1K | $6M | +1.58% |
| Q1 2025 | 114.1K | $6M | +1.73% |
| Q4 2024 | 65.4K | $3M | +1.06% |
| Q3 2024 | 64.3K | $3M | +1.06% |
| Q2 2024 | 62.2K | $3M | +1.09% |
| Q1 2024 | 60.5K | $3M | +1.07% |
| Q4 2023 | 41.3K | $2M | +0.79% |
| Q3 2023 | 37.7K | $2M | +0.77% |
| Q2 2023 | 36.9K | $2M | +0.74% |
| Q1 2023 | 35.6K | $2M | +0.75% |
| Q4 2022 | 29.0K | $1M | +0.65% |
| Q3 2022 | 30.7K | $2M | +0.75% |
| Q2 2022 | 104.3K | $5M | +2.74% |
| Q1 2022 | 8.0K | $394,000 | +0.19% |
| Q4 2021 | 10.7K | $537,000 | +0.26% |
| Q3 2021 | 4.2K | $210,000 | +0.11% |
| Q2 2021 | 4.2K | $210,000 | +0.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Morganrosel Wealth Management, LLC’s full portfolio or all institutional holders of VUSB.