M Wealth Management, LLC VDC — VANGUARD WORLD FD

Ownership history in M Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

M Wealth Management, LLC reported VANGUARD WORLD FD (VDC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q1. The latest visible filing shows VDC at 0.58% 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 VDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M Wealth Management, LLC'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

VDC was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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.

VDC stock page M Wealth Management, LLC fund profile M Wealth Management, LLC full holdings
How M Wealth Management, LLC held VDC — position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,070 +12 +0.4% 0.58% $689K 2026-05-15 $231.25
2025 Q4 ADDED — — — 3,058 +12 +0.4% 0.56% $646K 2026-01-29 $222.64
2025 Q3 REDUCED 12.2% +0.2% ❌ 3,046 -425 -12.2% 0.57% $651K 2025-10-21 $214.26
2025 Q2 ADDED — — — 3,471 +12 +0.3% 0.70% $760K 2025-08-11 $219.25
2025 Q1 ADDED — — — 3,459 +11 +0.3% 0.71% $757K 2025-05-15 $214.87
2024 Q4 INITIATED — — — 3,448 — — 0.67% $729K 2025-01-23 $205.04

🏢 Other funds also holding VDC

As of 2026 Q1 — sorted by position size

Compass Financial Group, INC/SD 3Y 14.11% Blackston Financial Advisory Group, LLC 3Y 6.34% Merrithew & Thorsten Inc 5.58% Beacon Capital Management, Inc. 3Y 7Y 5.32% Richmond Brothers, Inc. 3Y 4.43% Blankinship & Foster, LLC 3Y 7Y 4.07% REDSTONE WEALTH MANAGEMENT, LLC 3.99% SELDON CAPITAL LP 3Y 3.93% HC Advisors, LLC 3Y 3.56% Junk Investment Group, LLC 3.51%

FAQ About M Wealth Management, LLC and VDC

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

How long has M Wealth Management, LLC reported owning VDC?

M Wealth Management, LLC reported VDC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VDC position in M Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VDC was 0.71% in 2025 Q1.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2026 Q1, when M Wealth Management, LLC reported 3,070 shares, equal to 0.58% of portfolio, with an estimated market value of $689K.

What does the chart on this VDC ownership page compare?

The chart compares M Wealth Management, LLC's quarterly VDC 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 M Wealth Management, LLC time their VDC position?

Based on 13F filing dates vs. subsequent VDC price moves, M Wealth Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on VDC relative to SPY over the holding period was +2.6%.

← Back to M Wealth Management, LLC Holdings