Merrithew & Thorsten Inc VDC β€” VANGUARD WORLD FD

Ownership history in Merrithew & Thorsten Inc  Β·  2 quarters on record

AI Ownership Summary

Merrithew & Thorsten Inc reported VANGUARD WORLD FD (VDC) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 6.14% in 2025 Q4. The latest visible filing shows VDC at 5.58% 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 Merrithew & Thorsten Inc'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 5.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.14% in 2025 Q4

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

Time in book
Holding Window
2025 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.

How Merrithew & Thorsten Inc held VDC β€” position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 26,329 -1,147 -4.2% 5.58% $6K 2026-05-01 $231.60
2025 Q4 INITIATED β€” β€” β€” 27,476 β€” β€” 6.14% $6K 2026-02-03 $232.36

FAQ About Merrithew & Thorsten Inc and VDC

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

How long has Merrithew & Thorsten Inc reported owning VDC?

Merrithew & Thorsten Inc reported VDC across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VDC position in Merrithew & Thorsten Inc's portfolio?

The largest reported portfolio weight for VDC was 6.14% in 2025 Q4.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2026 Q1, when Merrithew & Thorsten Inc reported 26,329 shares, equal to 5.58% of portfolio, with an estimated market value of $6K.

What does the chart on this VDC ownership page compare?

The chart compares Merrithew & Thorsten Inc'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.

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