SEC 13F Intelligence

Wiser Wealth Management, Inc / VGT

Wiser Wealth Management, Inc’s Vanguard World Fd Position

Does Wiser Wealth Management, Inc own Vanguard World Fd (VGT)? Yes — 38.8K shares worth $27M (+5.83% of its 13F portfolio) as of Q1 2026, up from 37.0K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
38.8K
% of Portfolio
+5.83%
Quarters Held
22
currently held

Position History VGT

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ3 ’21: $7MQ3 ’21Q4 ’21: $8MQ1 ’22: $8MQ2 ’22: $7MQ2 ’22Q3 ’22: $7MQ4 ’22: $8MQ1 ’23: $9MQ1 ’23Q2 ’23: $11MQ3 ’23: $10MQ4 ’23: $13MQ4 ’23Q1 ’24: $16MQ2 ’24: $19MQ3 ’24: $20MQ3 ’24Q4 ’24: $22MQ1 ’25: $20MQ2 ’25: $27MQ2 ’25Q3 ’25: $28MQ4 ’25: $28MQ1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.8K$27M+5.83%
Q4 202537.0K$28M+6.20%
Q3 202537.4K$28M+6.38%
Q2 202541.5K$27M+6.88%
Q1 202536.1K$20M+5.49%
Q4 202434.9K$22M+6.10%
Q3 202433.7K$20M+5.66%
Q2 202433.1K$19M+5.90%
Q1 202429.7K$16M+5.10%
Q4 202328.5K$13M+4.81%
Q3 202325.1K$10M+4.23%
Q2 202324.9K$11M+4.43%
Q1 202324.6K$9M+4.06%
Q4 202223.9K$8M+3.53%
Q3 202221.7K$7M+3.48%
Q2 202220.5K$7M+3.47%
Q1 202218.5K$8M+3.55%
Q4 202117.3K$8M+3.87%
Q3 202116.6K$7M+3.55%
Q2 202115.4K$6M+3.74%
Q1 202114.5K$5M+3.56%
Q4 202013.9K$5M+3.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wiser Wealth Management, Inc’s full portfolio or all institutional holders of VGT.