VIS — VANGUARD WORLD FD

Ownership history in OBSIDIAN CIO, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in VANGUARD WORLD FD (VIS). 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
0.14% (2025 Q3)
Avg. % of fund
0.07%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,646 +1,428 +64.4% 0.14% $1.1M $295.49
2025 Q2 ADDED 2,218 +816 +58.2% 0.09% $621K $278.62
2025 Q1 ADDED 1,402 +276 +24.5% 0.06% $347K $245.63
2024 Q4 ADDED 1,126 +25 +2.3% 0.05% $286K $251.66
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIS price (monthly, adj. close)

Other funds also holding VIS

As of 2025 Q4 — sorted by position size

Compass Financial Group, INC/SD 3Y 6.06% Beacon Capital Management, Inc. 3Y 7Y 5.65% Richmond Brothers, Inc. 3Y 4.37% PGIM Custom Harvest LLC 3Y 4.28% Cadent Capital Advisors, LLC 3Y 4.03% Harfst & Associates, Inc. 3Y 7Y 3.59% Strengthening Families & Communities, LLC 3Y 2.91% Trinity Legacy Partners, LLC 3Y 7Y 2.78% ESG Planning DBA Harper Investing 3Y 2.59% MinichMacGregor Wealth Management, LLC 3Y 7Y 2.36%
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