VDC β€” VANGUARD WORLD FD

Ownership history in Calder Financial LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Calder Financial LLC reported a position in VANGUARD WORLD FD (VDC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.9% (2025 Q4)
πŸ“Š Avg. % of fund
1.9%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    VDC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 9,164 β€” β€” 1.90% $1.9M $211.24

🏒 Other funds also holding VDC

As of 2025 Q4 β€” sorted by position size

Compass Financial Group, INC/SD 3Y 13.61% Blackston Financial Advisory Group, LLC 3Y 5.73% Beacon Capital Management, Inc. 3Y 7Y 5.11% Richmond Brothers, Inc. 3Y 4.07% Blankinship & Foster, LLC 3Y 7Y 3.67% SELDON CAPITAL LP 3Y 3.48% Weitzel Financial Services, Inc. 3Y 3.06% HC Advisors, LLC 3Y 2.96% SOUTHERN CAPITAL SERVICES INC /ADV 2.95% Marotta Asset Management 3Y 2.91%
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