VGT VANGUARD WORLD FD

Ownership history in Wall Street Financial Group, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Wall Street Financial Group, Inc. reported a position in VANGUARD WORLD FD (VGT). 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
16.46% (2025 Q1)
Avg. % of fund
13.86%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,828 -9,457 -32.3% 11.87% $13.2M $753.78
2025 Q1 ADDED 29,285 +5,051 +20.8% 16.46% $15.9M $540.62
2024 Q4 ADDED 24,234 +2,242 +10.2% 14.72% $15.1M $619.00
2024 Q3 ADDED 21,992 +9,078 +70.3% 13.60% $12.9M $583.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGT price (monthly, adj. close)
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