BLUESTEM FINANCIAL ADVISORS, LLC VSGX — VANGUARD WORLD FD

Ownership history in BLUESTEM FINANCIAL ADVISORS, LLC  ·  23 quarters on record

AI Ownership Summary

BLUESTEM FINANCIAL ADVISORS, LLC reported VANGUARD WORLD FD (VSGX) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.75% in 2024 Q3. The latest visible filing shows VSGX at 1.63% 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 VSGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLUESTEM FINANCIAL ADVISORS, LLC's position in VANGUARD WORLD FD, 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
2026 Q1

VSGX was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2024 Q3

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 2026 Q1

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.

VSGX stock page BLUESTEM FINANCIAL ADVISORS, LLC fund profile BLUESTEM FINANCIAL ADVISORS, LLC full holdings
How BLUESTEM FINANCIAL ADVISORS, LLC held VSGX — position size vs. price
% of Fund (quarterly)    VSGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 58,666 +521 +0.9% 1.63% $4.2M 2026-04-29 $75.56
2025 Q4 ADDED — — — 58,145 +626 +1.1% 1.61% $4.2M 2026-01-21 $73.42
2025 Q3 REDUCED — — — 57,519 -1,636 -2.8% 1.56% $4.0M 2025-10-08 $68.63
2025 Q2 REDUCED 6.5% +6.0% ❌ 59,155 -4,079 -6.5% 1.66% $3.9M 2025-07-23 $64.95
2025 Q1 ADDED — — — 63,234 +1,173 +1.9% 1.74% $3.7M 2025-05-05 $59.68
2024 Q4 ADDED — — — 62,061 +1,214 +2.0% 1.66% $3.5M 2025-01-30 $56.22
2024 Q3 ADDED — — — 60,847 +5,809 +10.6% 1.75% $3.7M 2024-11-14 $54.38
2024 Q2 ADDED — — — 55,038 +1,830 +3.4% 1.59% $3.2M 2024-08-06 $51.87
2024 Q1 ADDED — — — 53,208 +522 +1.0% 1.58% $3.1M 2024-04-17 $50.96
2023 Q4 ADDED — — — 52,686 +1,965 +3.9% 1.69% $2.9M 2024-02-14 $50.75
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VSGX

As of 2026 Q1 — sorted by position size

Harpswell Capital Advisors, LLC 30.62% Prime Buchholz LLC 10.79% Sellwood Investment Partners LLC 7.74% Joel Adams & Associates, Inc. 7.6% LifeGuide Financial Advisors, LLC 3Y 4.49% New Covenant Trust Company, N.A. 4.45% NORTHSTAR ASSET MANAGEMENT INC 3Y 4.06% Farrell Financial LLC 4.0% Sanchez Levi Garrett 3.92% Leo Wealth, LLC 3.61%

FAQ About BLUESTEM FINANCIAL ADVISORS, LLC and VSGX

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

How long has BLUESTEM FINANCIAL ADVISORS, LLC reported owning VSGX?

BLUESTEM FINANCIAL ADVISORS, LLC reported VSGX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VSGX position in BLUESTEM FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VSGX was 1.75% in 2024 Q3.

What is the latest reported VSGX position on this page?

The most recent filing on this page is 2026 Q1, when BLUESTEM FINANCIAL ADVISORS, LLC reported 58,666 shares, equal to 1.63% of portfolio, with an estimated market value of $4.2M.

What does the chart on this VSGX ownership page compare?

The chart compares BLUESTEM FINANCIAL ADVISORS, LLC's quarterly VSGX 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.

How well did BLUESTEM FINANCIAL ADVISORS, LLC time their VSGX position?

Based on 13F filing dates vs. subsequent VSGX price moves, BLUESTEM FINANCIAL ADVISORS, LLC correctly timed 13 out of 22 reported position changes (59%). The annualised alpha on VSGX relative to SPY over the holding period was -4.8%.

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