VGT VANGUARD WORLD FDS

Ownership history in BAILARD, INC.  ·  49 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in VANGUARD WORLD FDS (VGT). 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
1.9% (2025 Q4)
Avg. % of fund
1.43%
First filed
2013 Q3
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 113,885 +181 +0.2% 1.90% $85.8M $753.78
2025 Q3 REDUCED 113,704 -2,348 -2.0% 1.84% $84.9M $745.87
2025 Q2 ADDED 116,052 +4,365 +3.9% 1.79% $77.0M $661.84
2025 Q1 REDUCED 111,687 -2,012 -1.8% 1.56% $60.6M $540.62
2024 Q4 REDUCED 113,699 -457 -0.4% 1.81% $70.7M $619.00
2024 Q3 ADDED 114,156 +3,647 +3.3% 1.74% $67.0M $583.17
2024 Q2 REDUCED 110,509 -4,062 -3.5% 1.76% $63.7M $572.41
2024 Q1 ADDED 114,571 +245 +0.2% 1.66% $60.1M $519.85
2023 Q4 REDUCED 114,326 -1,825 -1.6% 1.64% $55.3M $478.71
2023 Q3 REDUCED 116,151 -801 -0.7% 1.60% $48.2M $409.69
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGT price (monthly, adj. close)
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