VDC — VANGUARD WORLD FD

Ownership history in OBSIDIAN CIO, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which OBSIDIAN CIO, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2025 Q3)
Avg. % of fund
0.08%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,678 +1,852 +65.5% 0.13% $1000K $212.51
2025 Q2 ADDED 2,826 +1,124 +66.0% 0.09% $619K $216.61
2025 Q1 ADDED 1,702 +363 +27.1% 0.06% $372K $215.20
2024 Q4 INITIATED 1,339 — — 0.05% $283K $206.75
% of Fund (quarterly)    VDC price (monthly, adj. close)

Other funds also holding VDC

As of 2025 Q4 — 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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