VDC β€” VANGUARD WORLD FDS

Ownership history in Blankinship & Foster, LLC  Β·  34 quarters on record

AI Ownership Summary

Blankinship & Foster, LLC reported VANGUARD WORLD FDS (VDC) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.88% in 2023 Q4. The latest visible filing shows VDC at 3.67% 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 VDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blankinship & Foster, 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

VDC was reported at 3.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.88% 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.

How Blankinship & Foster, LLC held VDC β€” position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 80,445 +32 +0.0% 3.67% $17.0M 2026-02-14 (Est.) $241.30
2025 Q3 ADDED 80,413 +138 +0.2% 3.76% $17.2M 2025-11-03 $205.15
2025 Q2 REDUCED 80,275 -139 -0.2% 4.12% $17.6M 2025-08-08 $219.02
2025 Q1 REDUCED 80,414 -178 -0.2% 4.44% $17.6M 2025-05-06 $215.19
2024 Q4 REDUCED 80,592 -8,854 -9.9% 4.19% $17.0M 2025-02-07 $211.73
2024 Q2 REDUCED 89,446 -308 -0.3% 4.78% $18.3M 2024-08-14 $202.07
2023 Q4 ADDED 89,754 +168 +0.2% 4.88% $17.1M 2024-02-09 $184.14
27 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VDC

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.01%

FAQ About Blankinship & Foster, LLC and VDC

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

How long has Blankinship & Foster, LLC reported owning VDC?

Blankinship & Foster, LLC reported VDC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VDC position in Blankinship & Foster, LLC's portfolio?

The largest reported portfolio weight for VDC was 4.88% in 2023 Q4.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2025 Q4, when Blankinship & Foster, LLC reported 80,445 shares, equal to 3.67% of portfolio, with an estimated market value of $17.0M.

What does the chart on this VDC ownership page compare?

The chart compares Blankinship & Foster, LLC's quarterly VDC 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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