VHT VANGUARD WORLD FDS

Ownership history in New Perspectives, Inc  ·  11 quarters on record

This page tracks every 13F SEC filing in which New Perspectives, Inc reported a position in VANGUARD WORLD FDS (VHT). 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
0.55% (2021 Q4)
Avg. % of fund
0.31%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,472 -180 -10.9% 0.15% $424K $287.85
2025 Q3 REDUCED 1,652 -180 -9.8% 0.19% $429K $258.10
2025 Q2 UNCHANGED 1,832 0% 0.23% $455K $245.87
2025 Q1 UNCHANGED 1,832 0% 0.26% $485K $261.07
2024 Q4 UNCHANGED 1,832 0% 0.25% $465K $249.31
2024 Q3 UNCHANGED 1,832 0% 0.28% $517K $276.34
2024 Q2 UNCHANGED 1,832 0% 0.26% $487K $259.40
2024 Q1 REDUCED 1,832 -700 -27.6% 0.27% $496K $262.86
2022 Q4 UNCHANGED 2,532 0% 0.49% $596K $236.88
2022 Q1 REDUCED 2,532 -390 -13.3% 0.46% $644K $240.30
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% of Fund (quarterly)    VHT price (monthly, adj. close)
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