VDC β€” VANGUARD WORLD FDS

Ownership history in Proquility Private Wealth Partners, LLC  Β·  18 quarters on record

AI Ownership Summary

Proquility Private Wealth Partners, LLC reported VANGUARD WORLD FDS (VDC) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 2.1% in 2024 Q3. The latest visible filing shows VDC at 1.43% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Proquility Private Wealth 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 Q1

VDC was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.1% in 2024 Q3

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 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 Proquility Private Wealth Partners, LLC fund profile Proquility Private Wealth Partners, LLC full holdings
How Proquility Private Wealth Partners, LLC held VDC β€” position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 21,137 -9,383 -30.7% 1.43% $4.6M 2025-05-15 (Est.) $214.87
2024 Q4 ADDED 30,520 +523 +1.7% 2.08% $6.5M 2025-01-17 $203.72
2024 Q3 ADDED 29,997 +490 +1.7% 2.10% $6.6M 2024-10-15 $210.77
2024 Q2 ADDED 29,507 +683 +2.4% 2.04% $6.0M 2024-08-09 $201.08
2024 Q1 ADDED 28,824 +7,403 +34.6% 2.02% $5.9M 2024-05-03 $193.08
2023 Q4 REDUCED 21,421 -2,941 -12.1% 1.55% $4.1M 2024-02-12 $185.66
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VDC

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.01%

FAQ About Proquility Private Wealth Partners, 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 Proquility Private Wealth Partners, LLC reported owning VDC?

Proquility Private Wealth Partners, LLC reported VDC across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported VDC position in Proquility Private Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for VDC was 2.10% in 2024 Q3.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2025 Q1, when Proquility Private Wealth Partners, LLC reported 21,137 shares, equal to 1.43% of portfolio, with an estimated market value of $4.6M.

What does the chart on this VDC ownership page compare?

The chart compares Proquility Private Wealth Partners, 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.

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