VWUAX β€” VANGUARD WORLD FD US

Ownership history in TOWER BRIDGE ADVISORS  Β·  31 quarters on record

AI Ownership Summary

TOWER BRIDGE ADVISORS reported VANGUARD WORLD FD US (VWUAX) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows VWUAX at 0.03% 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 VWUAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWER BRIDGE ADVISORS's position in VANGUARD WORLD FD US, 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

VWUAX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 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.

How TOWER BRIDGE ADVISORS held VWUAX β€” position size vs. price
% of Fund (quarterly)    VWUAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,522 +74 +5.1% 0.03% $297K 2026-02-14 (Est.) $179.39
2025 Q3 UNCHANGED 1,448 β€” 0% 0.03% $311K 2025-11-12 $180.63
2025 Q2 UNCHANGED 1,448 β€” 0% 0.03% $291K 2025-08-11 $171.28
2025 Q1 UNCHANGED 1,448 β€” 0% 0.03% $241K 2025-05-08 $145.54
2024 Q4 ADDED 1,448 +34 +2.4% 0.03% $268K 2025-02-05 $160.76
2024 Q3 UNCHANGED 1,414 β€” 0% 0.03% $257K 2024-11-06 $143.56
2024 Q2 REDUCED 1,414 -2,360 -62.5% 0.03% $247K 2024-07-24 $127.72
2023 Q4 ADDED 3,774 +14 +0.4% 0.05% $554K 2024-02-14 $121.47
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VWUAX

As of 2025 Q4 β€” sorted by position size

NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 0.11% FULTON BANK, N.A. 3Y 7Y 0.01% Oakworth Capital, Inc. 3Y 7Y 0.0%

FAQ About TOWER BRIDGE ADVISORS and VWUAX

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

How long has TOWER BRIDGE ADVISORS reported owning VWUAX?

TOWER BRIDGE ADVISORS reported VWUAX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VWUAX position in TOWER BRIDGE ADVISORS's portfolio?

The largest reported portfolio weight for VWUAX was 0.05% in 2023 Q4.

What is the latest reported VWUAX position on this page?

The most recent filing on this page is 2025 Q4, when TOWER BRIDGE ADVISORS reported 1,522 shares, equal to 0.03% of portfolio, with an estimated market value of $297K.

What does the chart on this VWUAX ownership page compare?

The chart compares TOWER BRIDGE ADVISORS's quarterly VWUAX 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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