Crumly & Associates Inc. VGT β€” VANGUARD WORLD FD

Ownership history in Crumly & Associates Inc.  Β·  4 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported VANGUARD WORLD FD (VGT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows VGT at 0.08% 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 Crumly & Associates Inc.'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 Q1

VGT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 Crumly & Associates Inc. held VGT β€” position size vs. price
% of Fund (quarterly)    VGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 535 β€” 0% 0.08% $373K 2026-05-15 (Est.) $104.85
2025 Q4 UNCHANGED β€” β€” β€” 535 β€” 0% 0.08% $403K 2026-01-14 $94.31
2025 Q3 REDUCED 15.6% +2.3% ❌ 535 -99 -15.6% 0.09% $399K 2025-11-03 $99.29
2025 Q2 INITIATED β€” β€” β€” 634 β€” β€” 0.10% $421K 2025-07-02 $82.83

FAQ About Crumly & Associates Inc. and VGT

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

How long has Crumly & Associates Inc. reported owning VGT?

Crumly & Associates Inc. reported VGT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported VGT position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for VGT was 0.10% in 2025 Q2.

What is the latest reported VGT position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 535 shares, equal to 0.08% of portfolio, with an estimated market value of $373K.

What does the chart on this VGT ownership page compare?

The chart compares Crumly & Associates Inc.'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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