VPU — VANGUARD WORLD FD

Ownership history in DMKC Advisory Services, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which DMKC Advisory Services, LLC 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
4.3% (2025 Q1)
Avg. % of fund
2.92%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,757 +1,926 +10.8% 1.60% $3.7M $185.04
2025 Q3 REDUCED 17,831 -12,920 -42.0% 1.71% $3.4M $188.03
2025 Q2 ADDED 30,751 +2,796 +10.0% 2.86% $5.5M $174.08
2025 Q1 ADDED 27,955 +236 +0.9% 4.30% $4.8M $167.28
2024 Q4 INITIATED 27,719 — — 4.11% $4.5M $158.89
% 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% David Kennon Inc 3Y 2.53% Mittelman Wealth Management 2.5% American Investment Services, Inc. 3Y 7Y 2.32%
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