VPU — VANGUARD WORLD FD

Ownership history in David Kennon Inc  ·  8 quarters on record

This page tracks every 13F SEC filing in which David Kennon Inc reported a position in VANGUARD WORLD FD (VPU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.73% (2025 Q1)
Avg. % of fund
2.56%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 38,406 -1,098 -2.8% 2.53% $7.1M $185.04
2025 Q3 REDUCED 39,504 -560 -1.4% 2.69% $7.5M $188.03
2025 Q2 REDUCED 40,064 -71 -0.2% 2.64% $7.1M $174.08
2025 Q1 ADDED 40,135 +911 +2.3% 2.73% $6.9M $167.28
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VPU price (monthly, adj. close)

Other funds also holding VPU

As of 2025 Q4 — sorted by position size

Unconventional Investor, LLC 3Y 7.05% Beacon Capital Management, Inc. 3Y 7Y 5.58% New England Private Wealth Advisors LLC 3Y 7Y 5.35% SWAN Capital LLC 4.46% Richmond Brothers, Inc. 3Y 4.32% Stonegate Management LLC 3Y 3.02% Allied Investment Advisors, LLC 3Y 7Y 2.53% Mittelman Wealth Management 2.5% American Investment Services, Inc. 3Y 7Y 2.32% STAPP WEALTH MANAGEMENT, PLLC 3Y 2.17%
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