VSGX — VANGUARD WORLD FD

Ownership history in O'Brien Wealth Partners LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which O'Brien Wealth Partners LLC reported a position in VANGUARD WORLD FD (VSGX). 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
0.95% (2025 Q2)
Avg. % of fund
0.47%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 89,713 -1,471 -1.6% 0.85% $6.4M $71.62
2025 Q3 REDUCED 91,184 -782 -0.9% 0.86% $6.3M $68.54
2025 Q2 ADDED 91,966 +81,590 +786.3% 0.95% $6.0M $64.31
2022 Q4 REDUCED 10,376 -3,740 -26.5% 0.20% $510K $44.80
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% of Fund (quarterly)    VSGX price (monthly, adj. close)

Other funds also holding VSGX

As of 2025 Q4 — sorted by position size

Refined Wealth Management 3Y 11.51% LifeGuide Financial Advisors, LLC 3Y 4.62% Leo Wealth, LLC 4.37% Farrell Financial LLC 3.92% IMA Advisory Services, Inc. 3Y 7Y 3.44% Financial Connections Group, Inc. 3Y 3.17% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 3.09% Stewardship Advisors, LLC 3Y 2.53% Westfuller Advisors, LLC 2.41% Balanced Rock Investment Advisors LLC 2.35%
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