SEC 13F Intelligence

Asset Planning Corporation / VHT

Asset Planning Corporation’s Vanguard World Fd Position

Does Asset Planning Corporation own Vanguard World Fd (VHT)? Not currently — the last reported position was 30.4K shares worth $8M in Q1 2025; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$8M
Q1 2025
Shares
30.4K
% of Portfolio
+4.74%
Quarters Held
17
position exited

Position History VHT

Reported value by quarter
Q1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ3 ’22Q4 ’22: $8MQ1 ’23: $7MQ2 ’23: $8MQ2 ’23Q3 ’23: $8MQ4 ’23: $9MQ1 ’24: $8MQ1 ’24Q2 ’24: $8MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202530.4K$8M+4.74%
Q4 202430.6K$8M+4.86%
Q3 202429.3K$8M+5.40%
Q2 202429.2K$8M+5.80%
Q1 202429.8K$8M+5.88%
Q4 202335.0K$9M+6.78%
Q3 202333.9K$8M+6.13%
Q2 202333.2K$8M+6.17%
Q1 202331.0K$7M+5.95%
Q4 202230.9K$8M+6.37%
Q3 202230.7K$7M+6.44%
Q2 202230.9K$7M+6.32%
Q1 202230.2K$8M+6.70%
Q4 202128.6K$8M+6.52%
Q3 202127.0K$7M+6.17%
Q2 202124.8K$6M+5.96%
Q1 202123.6K$5M+5.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning Corporation’s full portfolio or all institutional holders of VHT.