Ownership history in Black Diamond Financial, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Black Diamond Financial, LLC reported a position in VANGUARD WORLD FD (MGV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 776,946 | +16,883 | +2.2% | 11.56% | $109.7M | $141.16 |
| 2025 Q3 | ADDED | 760,063 | +160,003 | +26.7% | 11.73% | $104.7M | $136.94 |
| 2025 Q2 | REDUCED | 600,060 | -84,349 | -12.3% | 12.23% | $78.7M | $129.78 |
| 2025 Q1 | REDUCED | 684,409 | -16,887 | -2.4% | 13.24% | $88.2M | $126.78 |
As of 2025 Q4 — sorted by position size