Curran Financial Partners, LLC VIS — VANGUARD WORLD FDS

Ownership history in Curran Financial Partners, LLC  ·  18 quarters on record

AI Ownership Summary

Curran Financial Partners, LLC reported VANGUARD WORLD FDS (VIS) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.31% in 2024 Q1. The latest visible filing shows VIS at 0.68% 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 VIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curran Financial Partners, 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
2026 Q1

VIS was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2024 Q1

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.

VIS stock page Curran Financial Partners, LLC fund profile Curran Financial Partners, LLC full holdings
How Curran Financial Partners, LLC held VIS — position size vs. price
% of Fund (quarterly)    VIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 12,134 -2,138 -15.0% 0.68% $3.8M 2026-04-15 $332.64
2025 Q4 ADDED — — — 14,272 +132 +0.9% 0.81% $4.3M 2026-01-22 $321.84
2025 Q3 REDUCED — — — 14,140 -529 -3.6% 0.83% $4.2M 2025-10-16 $291.99
2025 Q2 REDUCED 5.4% +5.1% ❌ 14,669 -841 -5.4% 0.91% $4.1M 2025-07-21 $284.49
2024 Q4 ADDED — — — 15,510 +155 +1.0% 1.04% $3.9M 2025-01-22 $268.19
2024 Q3 REDUCED — — — 15,355 -38 -0.2% 1.13% $4.0M 2024-10-16 $262.71
2024 Q2 REDUCED — — — 15,393 -24 -0.2% 1.21% $3.6M 2024-07-22 $240.28
2024 Q1 REDUCED — — — 15,417 -2 -0.0% 1.31% $3.8M 2024-05-02 $230.38
2023 Q4 REDUCED 10.3% +10.1% ❌ 15,419 -1,763 -10.3% 1.28% $3.3M 2024-01-31 $212.29
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIS

As of 2026 Q1 — sorted by position size

Compass Financial Group, INC/SD 3Y 6.22% Beacon Capital Management, Inc. 3Y 7Y 5.72% PGIM Custom Harvest LLC 3Y 4.91% Richmond Brothers, Inc. 3Y 4.56% Kinloch Capital, LLC 3Y 4.28% Harfst & Associates, Inc. 3Y 7Y 4.03% Cadent Capital Advisors, LLC 3Y 4.01% Main Management LLC 3Y 7Y 3.78% Bonfire Financial 3.17% Trinity Legacy Partners, LLC 3Y 7Y 2.92%

FAQ About Curran Financial Partners, LLC and VIS

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

How long has Curran Financial Partners, LLC reported owning VIS?

Curran Financial Partners, LLC reported VIS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VIS position in Curran Financial Partners, LLC's portfolio?

The largest reported portfolio weight for VIS was 1.31% in 2024 Q1.

What is the latest reported VIS position on this page?

The most recent filing on this page is 2026 Q1, when Curran Financial Partners, LLC reported 12,134 shares, equal to 0.68% of portfolio, with an estimated market value of $3.8M.

What does the chart on this VIS ownership page compare?

The chart compares Curran Financial Partners, LLC's quarterly VIS 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 Curran Financial Partners, LLC time their VIS position?

Based on 13F filing dates vs. subsequent VIS price moves, Curran Financial Partners, LLC correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on VIS relative to SPY over the holding period was -1.5%.

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