VCEB — VANGUARD WORLD FD

Ownership history in Farrell Financial LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Farrell Financial LLC reported a position in VANGUARD WORLD FD (VCEB). 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.

Peak position
0.65% (2025 Q3)
Avg. % of fund
0.47%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,286 +207 +1.3% 0.61% $1.0M $63.16
2025 Q3 ADDED 16,079 +1,523 +10.5% 0.65% $1.0M $62.98
2025 Q2 ADDED 14,556 +3,216 +28.4% 0.62% $923K $61.47
2025 Q1 ADDED 11,340 +1,648 +17.0% 0.52% $714K $60.29
2024 Q4 ADDED 9,692 +3,988 +69.9% 0.43% $601K $58.95
2024 Q3 ADDED 5,704 +1,856 +48.2% 0.26% $361K $60.78
2024 Q2 INITIATED 3,848 — — 0.19% $239K —
% of Fund (quarterly)    VCEB price (monthly, adj. close)

Other funds also holding VCEB

As of 2025 Q4 — sorted by position size

DeDora Capital, Inc. 3Y 7Y 2.44% Hanson & Doremus Investment Management 3Y 7Y 1.45% New England Private Wealth Advisors LLC 3Y 7Y 1.32% Stewardship Advisors, LLC 3Y 1.14% IMA Advisory Services, Inc. 3Y 7Y 0.91% Team Hewins, LLC 3Y 0.76% Francis Financial, Inc. 3Y 7Y 0.59% Human Investing LLC 3Y 7Y 0.58% Townsend Financial Planning, LLC 0.47% Thayer Partners, LLC / MA 0.42%
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