VDE — VANGUARD WORLD FD

Ownership history in BARR E S & CO  ·  4 quarters on record

This page tracks every 13F SEC filing in which BARR E S & CO reported a position in VANGUARD WORLD FD (VDE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q1)
Avg. % of fund
0.03%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,500 -1,500 -30.0% 0.02% $441K $124.81
2025 Q2 UNCHANGED 5,000 — 0% 0.03% $596K $117.20
2025 Q1 UNCHANGED 5,000 — 0% 0.04% $649K $126.62
2024 Q4 INITIATED 5,000 — — 0.04% $607K $117.56
% of Fund (quarterly)    VDE price (monthly, adj. close)

Other funds also holding VDE

As of 2025 Q4 — sorted by position size

ALLEN WEALTH MANAGEMENT, LLC 7.59% Beacon Capital Management, Inc. 3Y 7Y 5.37% SWAN Capital LLC 4.58% Richmond Brothers, Inc. 3Y 4.16% Boxwood Ventures, Inc. 3Y 3.51% CMH Wealth Management LLC 3Y 7Y 2.58% Greenline Partners, LLC 3Y 7Y 2.26% Indie Asset Partners, LLC 3Y 2.15% GoalFusion Wealth Management, LLC 3Y 2.14% Tranquilli Financial Advisor LLC 3Y 1.95%
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