VAW β€” VANGUARD WORLD FDS

Ownership history in Capital Analysts, LLC  Β·  6 quarters on record

AI Ownership Summary

Capital Analysts, LLC reported VANGUARD WORLD FDS (VAW) in 6 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows VAW at 0.00% 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 VAW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Analysts, 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 Q3

VAW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 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 Capital Analysts, LLC held VAW β€” position size vs. price
% of Fund (quarterly)    VAW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5 β€” 0% 0.00% $1K 2025-11-14 $194.31
2025 Q2 UNCHANGED 5 β€” 0% 0.00% $1K 2025-08-13 $203.52
2025 Q1 UNCHANGED 5 β€” 0% 0.00% $1K 2025-05-14 $185.79
2024 Q4 REDUCED 5 -6 -54.5% 0.00% $1K 2025-02-14 $195.84
2024 Q3 REDUCED 11 -12 -52.2% 0.00% $2K 2024-11-13 $201.96
2023 Q3 INITIATED 23 β€” β€” 0.00% $4K 2023-11-13 $162.33

FAQ About Capital Analysts, LLC and VAW

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

How long has Capital Analysts, LLC reported owning VAW?

Capital Analysts, LLC reported VAW across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported VAW position in Capital Analysts, LLC's portfolio?

The largest reported portfolio weight for VAW was 0.00% in 2023 Q3.

What is the latest reported VAW position on this page?

The most recent filing on this page is 2025 Q3, when Capital Analysts, LLC reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this VAW ownership page compare?

The chart compares Capital Analysts, LLC's quarterly VAW 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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