VCEB — VANGUARD WORLD FD

Ownership history in BetterWealth, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in VANGUARD WORLD FD (VCEB). 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
0.62% (2023 Q1)
Avg. % of fund
0.5%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 25,027 +1,832 +7.9% 0.36% $1.6M $63.16
2025 Q3 ADDED 23,195 +205 +0.9% 0.35% $1.5M $62.98
2025 Q2 ADDED 22,990 +222 +1.0% 0.37% $1.5M $61.47
2025 Q1 REDUCED 22,768 -9,604 -29.7% 0.40% $1.4M $60.29
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCEB price (monthly, adj. close)

Other funds also holding VCEB

As of 2025 Q4 — sorted by position size

DeDora Capital, Inc. 3Y 7Y 2.44% Hanson & Doremus Investment Management 3Y 7Y 1.45% New England Private Wealth Advisors LLC 3Y 7Y 1.32% Stewardship Advisors, LLC 3Y 1.14% IMA Advisory Services, Inc. 3Y 7Y 0.91% Team Hewins, LLC 3Y 0.76% Farrell Financial LLC 0.61% Francis Financial, Inc. 3Y 7Y 0.59% Human Investing LLC 3Y 7Y 0.58% Townsend Financial Planning, LLC 0.47%
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