VGT VANGUARD WORLD FDS

Ownership history in WULFF, HANSEN & CO.  ·  17 quarters on record

AI Ownership Summary

WULFF, HANSEN & CO. reported VANGUARD WORLD FDS (VGT) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.67% in 2025 Q3. The latest visible filing shows VGT at 5.54% 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 VGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WULFF, HANSEN & CO.'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

VGT was reported at 5.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.67% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 WULFF, HANSEN & CO. held VGT — position size vs. price
% of Fund (quarterly)    VGT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,764 -60 -0.7% 5.54% $6.6M 2026-02-14 (Est.) $730.04
2025 Q3 REDUCED 8,824 -36 -0.4% 5.67% $6.6M 2025-11-07 $759.81
2025 Q2 REDUCED 8,860 -112 -1.2% 5.03% $5.9M 2025-08-12 $703.81
2025 Q1 REDUCED 8,972 -70 -0.8% 4.44% $4.9M 2025-05-14 $613.20
2024 Q4 REDUCED 9,042 -135 -1.5% 5.32% $5.6M 2025-02-11 $624.56
2024 Q3 REDUCED 9,177 -5,331,776 -99.8% 4.88% $5.4M 2024-11-12 $618.81
2024 Q2 ADDED 5,340,953 +5,331,540 +56640.2% 0.81% $9.3M 2024-08-09 $531.20
2024 Q1 ADDED 9,413 +40 +0.4% 4.93% $4.9M 2024-05-02 $491.30
2023 Q4 REDUCED 9,373 -79 -0.8% 5.04% $4.5M 2024-02-12 $512.00
2023 Q3 REDUCED 9,452 -1,152 -10.9% 4.58% $3.9M 2023-11-08 $430.91
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WULFF, HANSEN & CO. and VGT

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

How long has WULFF, HANSEN & CO. reported owning VGT?

WULFF, HANSEN & CO. reported VGT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VGT position in WULFF, HANSEN & CO.'s portfolio?

The largest reported portfolio weight for VGT was 5.67% in 2025 Q3.

What is the latest reported VGT position on this page?

The most recent filing on this page is 2025 Q4, when WULFF, HANSEN & CO. reported 8,764 shares, equal to 5.54% of portfolio, with an estimated market value of $6.6M.

What does the chart on this VGT ownership page compare?

The chart compares WULFF, HANSEN & CO.'s quarterly VGT 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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