VCR — VANGUARD WORLD FDS

Ownership history in MontVue Capital Management, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which MontVue Capital Management, Inc. reported a position in VANGUARD WORLD FDS (VCR). 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
1.25% (2024 Q4)
Avg. % of fund
1.09%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,358 — 0% 1.14% $1.7M $393.92
2025 Q3 UNCHANGED 4,358 — 0% 1.16% $1.7M $395.41
2025 Q2 UNCHANGED 4,358 — 0% 1.12% $1.6M $361.01
2025 Q1 REDUCED 4,358 -5 -0.1% 1.14% $1.4M $323.70
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCR price (monthly, adj. close)

Other funds also holding VCR

As of 2025 Q4 — sorted by position size

Beacon Capital Management, Inc. 3Y 7Y 5.6% Adaptive Financial Consulting, LLC 3Y 5.48% SOUTHERN CAPITAL SERVICES INC /ADV 5.27% Richmond Brothers, Inc. 3Y 4.28% Strengthening Families & Communities, LLC 3Y 4.15% Financial Freedom, LLC 3Y 3.59% Wall Street Financial Group, Inc. 3.52% ESG Planning DBA Harper Investing 3Y 2.98% Hobart Private Capital, LLC 3Y 2.25% Tranquilli Financial Advisor LLC 3Y 2.15%
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