VDC β€” VANGUARD WORLD FD CONSUM STP ETF

Ownership history in Pathway Financial Advisers, LLC  Β·  5 quarters on record

AI Ownership Summary

Pathway Financial Advisers, LLC reported VANGUARD WORLD FD CONSUM STP ETF (VDC) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows VDC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pathway Financial Advisers, LLC's position in VANGUARD WORLD FD CONSUM STP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VDC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pathway Financial Advisers, LLC held VDC β€” position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 431 -25 -5.5% 0.03% $92K 2025-11-13 $208.35
2024 Q4 ADDED 456 +22 +5.1% 0.03% $101K 2025-01-30 $211.00
2024 Q3 ADDED 434 +1 +0.2% 0.05% $95K 2024-10-24 $208.92
2024 Q2 ADDED 433 +1 +0.2% 0.03% $88K 2024-08-20 $206.12
2024 Q1 INITIATED 432 β€” β€” 0.03% $88K 2024-05-29 $193.04

FAQ About Pathway Financial Advisers, LLC and VDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pathway Financial Advisers, LLC reported owning VDC?

Pathway Financial Advisers, LLC reported VDC across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported VDC position in Pathway Financial Advisers, LLC's portfolio?

The largest reported portfolio weight for VDC was 0.05% in 2024 Q3.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2025 Q3, when Pathway Financial Advisers, LLC reported 431 shares, equal to 0.03% of portfolio, with an estimated market value of $92K.

What does the chart on this VDC ownership page compare?

The chart compares Pathway Financial Advisers, LLC's quarterly VDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Pathway Financial Advisers, LLC Holdings