VFH — VANGUARD WORLD FDS

Ownership history in Tranquilli Financial Advisor LLC  ·  17 quarters on record

AI Ownership Summary

Tranquilli Financial Advisor LLC reported VANGUARD WORLD FDS (VFH) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.82% in 2023 Q3. The latest visible filing shows VFH at 2.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VFH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tranquilli Financial Advisor LLC's position in VANGUARD WORLD FDS, 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 Q4

VFH was reported at 2.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.82% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

VFH stock page Tranquilli Financial Advisor LLC fund profile Tranquilli Financial Advisor LLC full holdings
How Tranquilli Financial Advisor LLC held VFH — position size vs. price
% of Fund (quarterly)    VFH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 27,355 -872 -3.1% 2.12% $3.7M 2026-02-14 (Est.) $126.41
2025 Q3 REDUCED 28,227 -2,548 -8.3% 2.19% $3.7M 2025-10-30 $126.06
2025 Q2 REDUCED 30,775 -17,715 -36.5% 2.43% $3.9M 2025-08-13 $127.72
2025 Q1 ADDED 48,490 +301 +0.6% 3.67% $5.8M 2025-05-12 $120.91
2024 Q4 REDUCED 48,189 -136 -0.3% 3.60% $5.7M 2025-01-27 $123.09
2024 Q3 ADDED 48,325 +425 +0.9% 3.33% $5.3M 2024-11-14 $118.71
2024 Q2 REDUCED 47,900 -1,173 -2.4% 3.21% $4.8M 2024-08-13 $100.15
2024 Q1 ADDED 49,073 +27,915 +131.9% 3.35% $5.0M 2024-05-13 $97.74
2023 Q4 REDUCED 21,158 -44,720 -67.9% 1.38% $2.0M 2024-02-14 $91.35
2023 Q3 ADDED 65,878 +48,167 +272.0% 3.82% $5.3M 2023-11-08 $77.83
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About Tranquilli Financial Advisor LLC and VFH

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

How long has Tranquilli Financial Advisor LLC reported owning VFH?

Tranquilli Financial Advisor LLC reported VFH across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VFH position in Tranquilli Financial Advisor LLC's portfolio?

The largest reported portfolio weight for VFH was 3.82% in 2023 Q3.

What is the latest reported VFH position on this page?

The most recent filing on this page is 2025 Q4, when Tranquilli Financial Advisor LLC reported 27,355 shares, equal to 2.12% of portfolio, with an estimated market value of $3.7M.

What does the chart on this VFH ownership page compare?

The chart compares Tranquilli Financial Advisor LLC's quarterly VFH 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.

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