SEC 13F Intelligence

Approach Retirement Advisors, LLC / VUSB

Approach Retirement Advisors, LLC’s Vanguard Bd Index Fds Position

Does Approach Retirement Advisors, LLC own Vanguard Bd Index Fds (VUSB)? Yes — 48.7K shares worth $2M (+2.02% of its 13F portfolio) as of Q1 2026, up from 41.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
48.7K
% of Portfolio
+2.02%
Quarters Held
2
currently held

Position History VUSB

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.7K$2M+2.02%
Q4 202541.9K$2M+1.80%

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