VGT VANGUARD WORLD FDS

Ownership history in Ballast, Inc.  ·  32 quarters on record

This page tracks every 13F SEC filing in which Ballast, 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
3.81% (2020 Q3)
Avg. % of fund
2.02%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,181 -324 -5.9% 0.91% $3.9M $753.78
2025 Q3 ADDED 5,505 +226 +4.3% 1.00% $4.1M $745.87
2025 Q1 REDUCED 5,279 -66 -1.2% 0.81% $2.9M $540.62
2024 Q4 REDUCED 5,345 -41 -0.8% 0.95% $3.3M $619.00
2024 Q3 REDUCED 5,386 -14 -0.3% 0.90% $3.2M $583.17
2024 Q2 ADDED 5,400 +712 +15.2% 0.96% $3.1M $572.41
2024 Q1 REDUCED 4,688 -53 -1.1% 0.78% $2.5M $519.85
2023 Q4 ADDED 4,741 +28 +0.6% 0.79% $2.3M $478.71
2023 Q3 REDUCED 4,713 -103 -2.1% 0.78% $2.0M $409.69
2023 Q2 ADDED 4,816 +207 +4.5% 0.81% $2.1M $435.68
22 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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