SHUTTLEWORTH & Co VGT VANGUARD WORLD FD

Ownership history in SHUTTLEWORTH & Co  ·  3 quarters on record

AI Ownership Summary

SHUTTLEWORTH & Co reported VANGUARD WORLD FD (VGT) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.19% in 2025 Q4. The latest visible filing shows VGT at 0.19% 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.

What this VGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUTTLEWORTH & Co's position in VANGUARD WORLD FD, 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
2026 Q2

VGT was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 SHUTTLEWORTH & Co held VGT — position size vs. price
% of Fund (quarterly)    VGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,980 +1,702 +612.2% 0.19% $237K 2026-08-05 $119.72
2025 Q4 UNCHANGED 278 0% 0.19% $210K 2026-02-13 $91.15
2025 Q3 INITIATED 278 0.19% $208K 2025-11-17 $92.66

FAQ About SHUTTLEWORTH & 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 SHUTTLEWORTH & Co reported owning VGT?

SHUTTLEWORTH & Co reported VGT across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported VGT position in SHUTTLEWORTH & Co's portfolio?

The largest reported portfolio weight for VGT was 0.19% in 2025 Q4.

What is the latest reported VGT position on this page?

The most recent filing on this page is 2026 Q2, when SHUTTLEWORTH & Co reported 1,980 shares, equal to 0.19% of portfolio, with an estimated market value of $237K.

What does the chart on this VGT ownership page compare?

The chart compares SHUTTLEWORTH & 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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