CENTRAL VALLEY ADVISORS, LLC VGT VANGUARD WORLD FDS

Ownership history in CENTRAL VALLEY ADVISORS, LLC  ·  4 quarters on record

AI Ownership Summary

CENTRAL VALLEY ADVISORS, LLC reported VANGUARD WORLD FDS (VGT) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2026 Q2. The latest visible filing shows VGT at 0.16% 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 VGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CENTRAL VALLEY ADVISORS, 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
2026 Q2

VGT was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 CENTRAL VALLEY ADVISORS, LLC held VGT — position size vs. price
% of Fund (quarterly)    VGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 5,090 +4,433 +674.7% 0.16% $608K 2026-07-22 $115.62
2026 Q1 ADDED 657 +83 +14.5% 0.13% $458K 2026-04-09 $92.41
2024 Q1 UNCHANGED 574 0% 0.16% $301K 2024-04-12 $63.64
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CENTRAL VALLEY ADVISORS, LLC and VGT

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

How long has CENTRAL VALLEY ADVISORS, LLC reported owning VGT?

CENTRAL VALLEY ADVISORS, LLC reported VGT across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VGT position in CENTRAL VALLEY ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VGT was 0.16% in 2026 Q2.

What is the latest reported VGT position on this page?

The most recent filing on this page is 2026 Q2, when CENTRAL VALLEY ADVISORS, LLC reported 5,090 shares, equal to 0.16% of portfolio, with an estimated market value of $608K.

What does the chart on this VGT ownership page compare?

The chart compares CENTRAL VALLEY ADVISORS, LLC's quarterly VGT 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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