VPU VANGUARD WORLD FD

Ownership history in Stonegate Management LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Stonegate Management LLC reported a position in VANGUARD WORLD FD (VPU). 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
3.02% (2021 Q2)
Avg. % of fund
3.02%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 24,049 0% 3.02% $4.6M $185.04
2025 Q3 UNCHANGED 24,049 0% 3.02% $4.6M $188.03
2025 Q2 UNCHANGED 24,049 0% 3.02% $4.6M $174.08
2025 Q1 UNCHANGED 24,049 0% 3.02% $4.6M $167.28
2024 Q4 UNCHANGED 24,049 0% 3.02% $4.6M $158.89
2024 Q3 UNCHANGED 24,049 0% 3.02% $4.6M $167.92
2024 Q2 UNCHANGED 24,049 0% 3.02% $4.6M $141.63
2024 Q1 UNCHANGED 24,049 0% 3.02% $4.6M $135.39
2023 Q4 UNCHANGED 24,049 0% 3.02% $4.6M $129.13
2023 Q3 UNCHANGED 24,049 0% 3.02% $4.6M $119.01
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VPU price (monthly, adj. close)
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