Councilor Wealth, LLC VGT — VANGUARD WORLD FD

Ownership history in Councilor Wealth, LLC  ·  7 quarters on record

AI Ownership Summary

Councilor Wealth, LLC reported VANGUARD WORLD FD (VGT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.42% in 2026 Q2. The latest visible filing shows VGT at 0.42% 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 VGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Councilor Wealth, LLC's position in VANGUARD WORLD FD, 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 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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 Q4 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.

VGT stock page Councilor Wealth, LLC fund profile Councilor Wealth, LLC full holdings
How Councilor Wealth, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,702 +7,615 +700.6% 0.42% $1.0M 2026-07-21 $116.01
2026 Q1 UNCHANGED — — — 1,087 — 0% 0.37% $759K 2026-05-13 $113.32
2025 Q4 REDUCED — — — 1,087 -1 -0.1% 0.39% $820K 2026-01-28 $96.68
2025 Q3 ADDED — — — 1,088 +1 +0.1% 0.38% $812K 2025-11-06 $94.99
2025 Q2 REDUCED — — — 1,087 -45 -4.0% 0.34% $722K 2025-07-29 $86.24
2025 Q1 UNCHANGED — — — 1,132 — 0% 0.32% $664K 2025-04-16 $63.12
2024 Q4 INITIATED — — — 1,132 — — 0.33% $704K 2025-02-10 $78.08

🏢 Other funds also holding VGT

As of 2026 Q2 — sorted by position size

REDSTONE WEALTH MANAGEMENT, LLC 15.12% TRUST CO OF OKLAHOMA 3Y 7Y 14.85% FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 13.48% AMI INVESTMENT MANAGEMENT INC 3Y 7Y 12.75% Wall Street Financial Group, Inc. 9.7% Dougherty & Associates, LLC 8.01% RCW Management, LLC 7.61% Magnolia Wealth Management, LLC 3Y 7.53% ARMSTRONG ADVISORY GROUP, INC 3Y 7.47% Wiser Wealth Management, Inc 3Y 6.97%

FAQ About Councilor Wealth, 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 Councilor Wealth, LLC reported owning VGT?

Councilor Wealth, LLC reported VGT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported VGT position in Councilor Wealth, LLC's portfolio?

The largest reported portfolio weight for VGT was 0.42% in 2026 Q2.

What is the latest reported VGT position on this page?

The most recent filing on this page is 2026 Q2, when Councilor Wealth, LLC reported 8,702 shares, equal to 0.42% of portfolio, with an estimated market value of $1.0M.

What does the chart on this VGT ownership page compare?

The chart compares Councilor Wealth, 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.

How well did Councilor Wealth, LLC time their VGT position?

Based on 13F filing dates vs. subsequent VGT price moves, Councilor Wealth, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on VGT relative to SPY over the holding period was +12.6%.

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