SEC 13F Intelligence

Global Wealth Management, LLC / VUSB

Global Wealth Management, LLC’s Vanguard Bd Index Fds Position

Does Global Wealth Management, LLC own Vanguard Bd Index Fds (VUSB)? Yes — 440.3K shares worth $22M (+11.95% of its 13F portfolio) as of Q1 2026, up from 379.1K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
440.3K
% of Portfolio
+11.95%
Quarters Held
7
currently held

Position History VUSB

Reported value by quarter
Q3 ’24: $14MQ3 ’24Q4 ’24: $13MQ4 ’24Q1 ’25: $30MQ1 ’25Q2 ’25: $28MQ2 ’25Q3 ’25: $24MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026440.3K$22M+11.95%
Q4 2025379.1K$19M+10.17%
Q3 2025489.4K$24M+12.84%
Q2 2025571.0K$28M+15.57%
Q1 2025594.1K$30M+17.09%
Q4 2024270.1K$13M+8.56%
Q3 2024289.5K$14M+9.78%

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