VDE Vanguard World FDS

Ownership history in CMH Wealth Management LLC  ·  33 quarters on record

AI Ownership Summary

CMH Wealth Management LLC reported Vanguard World FDS (VDE) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.78% in 2025 Q1. The latest visible filing shows VDE at 2.32% 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 VDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CMH Wealth Management 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 Q1

VDE was reported at 2.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.78% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 CMH Wealth Management LLC held VDE — position size vs. price
% of Fund (quarterly)    VDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 78,038 -17,684 -18.5% 2.32% $13.5M 2026-04-13 $162.31
2025 Q4 ADDED 95,722 +104 +0.1% 2.58% $12.1M 2026-01-13 $131.66
2025 Q3 ADDED 95,618 +211 +0.2% 2.56% $12.0M 2025-10-21 $120.60
2025 Q2 REDUCED 95,407 -21,000 -18.0% 2.65% $11.4M 2025-07-11 $122.37
2025 Q1 ADDED 116,407 +452 +0.4% 3.78% $15.1M 2025-04-14 $106.74
2024 Q4 ADDED 115,955 +2,419 +2.1% 3.22% $14.1M 2025-01-16 $127.04
2024 Q3 ADDED 113,536 +1,463 +1.3% 3.30% $14.0M 2024-10-15 $119.68
2024 Q2 ADDED 112,073 +2,096 +1.9% 3.54% $14.4M 2024-07-11 $120.29
2024 Q1 REDUCED 109,977 -3,477 -3.1% 3.68% $14.5M 2024-04-12 $126.05
2023 Q4 ADDED 113,454 +2,529 +2.3% 3.22% $13.3M 2024-01-19 $104.61
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CMH Wealth Management LLC and VDE

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

How long has CMH Wealth Management LLC reported owning VDE?

CMH Wealth Management LLC reported VDE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VDE position in CMH Wealth Management LLC's portfolio?

The largest reported portfolio weight for VDE was 3.78% in 2025 Q1.

What is the latest reported VDE position on this page?

The most recent filing on this page is 2026 Q1, when CMH Wealth Management LLC reported 78,038 shares, equal to 2.32% of portfolio, with an estimated market value of $13.5M.

What does the chart on this VDE ownership page compare?

The chart compares CMH Wealth Management LLC's quarterly VDE 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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