VCR — VANGUARD WORLD FDS

Ownership history in Adaptive Financial Consulting, LLC  ·  25 quarters on record

AI Ownership Summary

Adaptive Financial Consulting, LLC reported VANGUARD WORLD FDS (VCR) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.78% in 2023 Q4. The latest visible filing shows VCR at 5.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Adaptive Financial Consulting, LLC's position in VANGUARD WORLD FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VCR was reported at 5.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.78% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VCR stock page Adaptive Financial Consulting, LLC fund profile Adaptive Financial Consulting, LLC full holdings
How Adaptive Financial Consulting, LLC held VCR — position size vs. price
% of Fund (quarterly)    VCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,776 +933 +2.7% 5.48% $14.1M 2026-02-14 (Est.) $383.11
2025 Q3 REDUCED 34,843 -180 -0.5% 5.52% $13.8M 2025-10-30 $383.78
2025 Q2 REDUCED 35,023 -115 -0.3% 5.30% $12.7M 2025-08-11 $369.71
2025 Q1 REDUCED 35,138 -1,441 -3.9% 4.90% $11.4M 2025-05-05 $327.01
2024 Q4 REDUCED 36,579 -286 -0.8% 5.70% $13.7M 2025-02-04 $386.38
2024 Q3 ADDED 36,865 +65 +0.2% 5.11% $12.6M 2024-11-07 $355.15
2024 Q2 ADDED 36,800 +766 +2.1% 4.98% $11.5M 2024-07-25 $305.42
2024 Q1 ADDED 36,034 +364 +1.0% 5.11% $11.4M 2024-05-07 $303.70
2023 Q4 REDUCED 35,670 -294 -0.8% 5.78% $10.9M 2024-02-08 $299.88
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCR

As of 2026 Q1 — sorted by position size

Hobart Private Capital, LLC 3Y 2.04% FOUNDERS GROVE WEALTH PARTNERS, LLC 1.69% Gibraltar Capital Management, Inc. 3Y 7Y 1.51% RCW Management, LLC 1.24% FIRST FINANCIAL CORP /IN/ 3Y 7Y 1.06% MontVue Capital Management, Inc. 1.05% Sharper & Granite LLC 3Y 0.98% PW Nova Financial Services LLC 0.93% Joule Financial, LLC 3Y 0.76% Auto-Owners Insurance Co 3Y 0.7%

FAQ About Adaptive Financial Consulting, LLC and VCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Adaptive Financial Consulting, LLC reported owning VCR?

Adaptive Financial Consulting, LLC reported VCR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VCR position in Adaptive Financial Consulting, LLC's portfolio?

The largest reported portfolio weight for VCR was 5.78% in 2023 Q4.

What is the latest reported VCR position on this page?

The most recent filing on this page is 2025 Q4, when Adaptive Financial Consulting, LLC reported 35,776 shares, equal to 5.48% of portfolio, with an estimated market value of $14.1M.

What does the chart on this VCR ownership page compare?

The chart compares Adaptive Financial Consulting, LLC's quarterly VCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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