GW HENSSLER & ASSOCIATES LTD VAW β€” VANGUARD WORLD FD

Ownership history in GW HENSSLER & ASSOCIATES LTD  Β·  4 quarters on record

AI Ownership Summary

GW HENSSLER & ASSOCIATES LTD reported VANGUARD WORLD FD (VAW) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.67% in 2025 Q2. The latest visible filing shows VAW at 0.64% 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 VAW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GW HENSSLER & ASSOCIATES LTD'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

VAW was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% 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 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.

How GW HENSSLER & ASSOCIATES LTD held VAW β€” position size vs. price
% of Fund (quarterly)    VAW 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 Q2 REDUCED β€” β€” β€” 62,784 -154 -0.2% 0.64% $14.4M 2026-07-28 $227.39
2026 Q1 REDUCED β€” β€” β€” 62,938 -430 -0.7% 0.67% $14.2M 2026-05-15 $226.15
2025 Q4 REDUCED β€” β€” β€” 63,368 -1,241 -1.9% 0.63% $13.2M 2026-02-10 $238.74
2025 Q2 INITIATED β€” β€” β€” 64,609 β€” β€” 0.67% $12.6M 2025-07-25 $201.67

FAQ About GW HENSSLER & ASSOCIATES LTD and VAW

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

How long has GW HENSSLER & ASSOCIATES LTD reported owning VAW?

GW HENSSLER & ASSOCIATES LTD reported VAW across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported VAW position in GW HENSSLER & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for VAW was 0.67% in 2025 Q2.

What is the latest reported VAW position on this page?

The most recent filing on this page is 2026 Q2, when GW HENSSLER & ASSOCIATES LTD reported 62,784 shares, equal to 0.64% of portfolio, with an estimated market value of $14.4M.

What does the chart on this VAW ownership page compare?

The chart compares GW HENSSLER & ASSOCIATES LTD's quarterly VAW 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 GW HENSSLER & ASSOCIATES LTD time their VAW position?

Based on 13F filing dates vs. subsequent VAW price moves, GW HENSSLER & ASSOCIATES LTD correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VAW relative to SPY over the holding period was -3.5%.

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