Proficio Capital Partners LLC VPU — VANGUARD WORLD FDS

Ownership history in Proficio Capital Partners LLC  ·  9 quarters on record

AI Ownership Summary

Proficio Capital Partners LLC reported VANGUARD WORLD FDS (VPU) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows VPU at 0.42% 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 VPU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Proficio Capital Partners LLC's position in VANGUARD WORLD FDS, 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
2025 Q4

VPU was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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
2023 Q4 to 2025 Q4

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.

VPU stock page Proficio Capital Partners LLC fund profile Proficio Capital Partners LLC full holdings
How Proficio Capital Partners LLC held VPU — position size vs. price
% of Fund (quarterly)    VPU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 32,345 +13,390 +70.6% 0.42% $6.0M 2026-02-12 $194.84
2025 Q3 REDUCED — — — 18,955 -126 -0.7% 0.09% $3.6M 2025-11-12 $192.19
2025 Q2 REDUCED — — — 19,081 -14 -0.1% 0.21% $3.4M 2025-08-07 $183.24
2025 Q1 REDUCED 54.4% +4.1% ❌ 19,095 -22,739 -54.4% 0.25% $3.3M 2025-05-06 $169.48
2024 Q4 ADDED — — — 41,834 +22,739 +119.1% 0.24% $3.12B 2025-02-05 $163.52
2024 Q3 ADDED — — — 19,095 +140 +0.7% 0.33% $3.3M 2024-11-01 $161.19
2024 Q2 UNCHANGED — — — 18,955 — 0% 0.29% $2.8M 2024-07-25 $146.01
2024 Q1 ADDED — — — 18,955 +1,515 +8.7% 0.30% $2.7M 2024-05-02 $139.20
2023 Q4 INITIATED — — — 17,440 — — 0.30% $2.4M 2024-02-13 $121.47

🏢 Other funds also holding VPU

As of 2026 Q1 — sorted by position size

Beacon Capital Management, Inc. 3Y 7Y 5.84% SWAN Capital LLC 3Y 5.35% Richmond Brothers, Inc. 3Y 4.74% Reality Financial Planning Services, LLC 3.64% Retireful, LLC 3Y 3.19% David Kennon Inc 3Y 3.14% Stonegate Management LLC 3Y 3.02% Dougherty & Associates, LLC 2.6% Transce3nd, LLC 2.58% Allied Investment Advisors, LLC 3Y 7Y 2.55%

FAQ About Proficio Capital Partners LLC and VPU

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

How long has Proficio Capital Partners LLC reported owning VPU?

Proficio Capital Partners LLC reported VPU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VPU position in Proficio Capital Partners LLC's portfolio?

The largest reported portfolio weight for VPU was 0.42% in 2025 Q4.

What is the latest reported VPU position on this page?

The most recent filing on this page is 2025 Q4, when Proficio Capital Partners LLC reported 32,345 shares, equal to 0.42% of portfolio, with an estimated market value of $6.0M.

What does the chart on this VPU ownership page compare?

The chart compares Proficio Capital Partners LLC's quarterly VPU 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 Proficio Capital Partners LLC time their VPU position?

Based on 13F filing dates vs. subsequent VPU price moves, Proficio Capital Partners LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on VPU relative to SPY over the holding period was +6.6%.

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