VFH — VANGUARD WORLD FDS

Ownership history in O'Dell Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which O'Dell Group, LLC reported a position in VANGUARD WORLD FDS (VFH). 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
0.6% (2025 Q2)
Avg. % of fund
0.3%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 19,019 +221 +1.2% 0.54% $2.5M $130.58
2025 Q2 ADDED 18,798 +17,738 +1673.4% 0.60% $2.4M $126.26
2023 Q4 UNCHANGED 1,060 — 0% 0.03% $98K $89.06
2023 Q2 INITIATED 1,060 — — 0.02% $86K $77.47
% of Fund (quarterly)    VFH price (monthly, adj. close)

Other funds also holding VFH

As of 2025 Q4 — sorted by position size

Marmo Financial Group, LLC 3Y 6.49% THEORY FINANCIAL LLC 3Y 6.33% Beacon Capital Management, Inc. 3Y 7Y 5.66% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 5.51% Wall Street Financial Group, Inc. 5.36% TIFF ADVISORY SERVICES, LLC 3Y 7Y 4.9% Richmond Brothers, Inc. 3Y 4.41% Wheelhouse Advisory Group LLC 4.13% LCM Capital Management Inc 3Y 3.95% CMH Wealth Management LLC 3Y 7Y 3.78%
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