Vanguard World shares owned by West Financial Advisors
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Vanguard World
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Quarterly reported holdings in Vanguard World by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $578k | 9.0k | 64.20 |
| 2025-06-30 | $849k | 13k | 63.40 |
| 2025-03-31 | $842k | 13k | 62.92 |
| 2024-12-31 | $830k | 13k | 61.99 |
| 2024-09-30 | $836k | 13k | 64.88 |
| 2024-06-30 | $500k | 8.1k | 62.06 |
| 2024-03-31 | $439k | 7.0k | 62.75 |
| 2023-12-31 | $443k | 7.0k | 63.38 |
| 2023-09-30 | $443k | 7.5k | 59.39 |
| 2023-06-30 | $462k | 7.5k | 61.98 |
| 2023-03-31 | $478k | 7.6k | 62.70 |
| 2022-12-31 | $486k | 8.0k | 60.67 |
| 2022-09-30 | $475k | 8.0k | 59.33 |
| 2022-06-30 | $504k | 8.0k | 63.01 |
| 2022-03-31 | $570k | 8.4k | 67.88 |
| 2021-12-31 | $610k | 8.3k | 73.42 |
| 2021-09-30 | $472k | 6.4k | 73.81 |
| 2021-06-30 | $338k | 4.5k | 74.58 |
| 2021-03-31 | $160k | 2.2k | 72.43 |
| 2020-12-31 | $168k | 2.2k | 76.05 |