VGT — VANGUARD WORLD FD

Ownership history in IMPACTfolio, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which IMPACTfolio, LLC reported a position in VANGUARD WORLD FD (VGT). 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
0.13% (2025 Q3)
Avg. % of fund
0.12%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 401 — 0% 0.13% $302K $753.78
2025 Q3 ADDED 401 +52 +14.9% 0.13% $299K $745.87
2025 Q2 INITIATED 349 — — 0.11% $231K $661.84
% of Fund (quarterly)    VGT price (monthly, adj. close)

Other funds also holding VGT

As of 2025 Q4 — sorted by position size

NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 17.57% Compass Financial Group, INC/SD 3Y 16.67% TAIYO LIFE INSURANCE CO 3Y 7Y 13.68% FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 13.67% Osbon Capital Management LLC 12.74% Wall Street Financial Group, Inc. 11.87% AMI INVESTMENT MANAGEMENT INC 3Y 7Y 11.48% Stuart Chaussee & Associates, Inc. 3Y 7Y 10.25% PGIM Custom Harvest LLC 3Y 9.29% Winthrop Capital Management, LLC 8.1%
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