SEC 13F Intelligence

Aberdeen Wealth Management LLC / VUSB

Aberdeen Wealth Management LLC’s Vanguard Bd Index Fds Position

Does Aberdeen Wealth Management LLC own Vanguard Bd Index Fds (VUSB)? Yes63.4K shares worth $3M (+1.44% of its 13F portfolio) as of Q1 2026, down from 67.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
63.4K
% of Portfolio
+1.44%
Quarters Held
14
currently held

Position History VUSB

Reported value by quarter
Q2 ’21: $489,000Q2 ’21Q1 ’22: $7MQ2 ’22: $5MQ2 ’22Q4 ’22: $4MQ1 ’23: $5MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ1 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.4K$3M+1.44%
Q3 202567.5K$3M+2.12%
Q2 202570.0K$3M+2.32%
Q1 202563.4K$3M+2.18%
Q4 202469.1K$3M+2.35%
Q1 202480.0K$4M+2.31%
Q4 202379.2K$4M+2.84%
Q3 202379.4K$4M+2.94%
Q2 202390.7K$4M+3.22%
Q1 202392.4K$5M+3.39%
Q4 202291.7K$4M+3.39%
Q2 202298.4K$5M+3.84%
Q1 2022131.7K$7M+4.43%
Q2 20219.8K$489,000+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aberdeen Wealth Management LLC’s full portfolio or all institutional holders of VUSB.