SEC 13F Intelligence

Allied Investment Advisors, LLC / VHT

Allied Investment Advisors, LLC’s Vanguard World Fd Position

Does Allied Investment Advisors, LLC own Vanguard World Fd (VHT)? Yes — 171.7K shares worth $47M (+6.70% of its 13F portfolio) as of Q1 2026, up from 167.3K shares the prior filed quarter.

Position Value
$47M
Q1 2026
Shares
171.7K
% of Portfolio
+6.70%
Quarters Held
30
currently held

Position History VHT

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $13MQ2 ’19: $13MQ3 ’19: $13MQ4 ’19: $15MQ4 ’19Q1 ’20: $15MQ2 ’20: $18MQ3 ’20: $19MQ4 ’20: $21MQ4 ’20Q1 ’21: $22MQ2 ’21: $24MQ3 ’21: $24MQ4 ’21: $26MQ4 ’21Q1 ’22: $27MQ2 ’22: $26MQ3 ’22: $25MQ4 ’22: $28MQ4 ’22Q1 ’23: $28MQ2 ’23: $30MQ3 ’23: $29MQ4 ’23: $32MQ4 ’23Q1 ’24: $36MQ2 ’24: $35MQ3 ’24: $38MQ4 ’24: $35MQ4 ’24Q1 ’25: $39MQ2 ’25: $38MQ3 ’25: $42MQ4 ’25: $48MQ4 ’25Q1 ’26: $47Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026171.7K$47M+6.70%
Q4 2025167.3K$48M+7.44%
Q3 2025163.5K$42M+6.76%
Q2 2025154.9K$38M+6.73%
Q1 2025146.5K$39M+7.35%
Q4 2024137.1K$35M+7.01%
Q3 2024134.8K$38M+7.53%
Q2 2024133.3K$35M+8.32%
Q1 2024131.3K$36M+8.57%
Q4 2023127.3K$32M+8.68%
Q3 2023124.6K$29M+8.77%
Q2 2023121.2K$30M+8.60%
Q1 2023117.9K$28M+8.71%
Q4 2022114.8K$28M+8.90%
Q3 2022112.1K$25M+9.35%
Q2 2022109.8K$26M+9.27%
Q1 2022107.4K$27M+8.90%
Q4 202198.9K$26M+9.01%
Q3 202197.9K$24M+9.15%
Q2 202198.6K$24M+9.18%
Q1 202195.4K$22M+9.35%
Q4 202093.2K$21M+10.02%
Q3 202094.5K$19M+10.37%
Q2 202095.4K$18M+10.58%
Q1 202092.5K$15M+11.09%
Q4 201978.6K$15M+8.90%
Q3 201977.1K$13M+8.33%
Q2 201975.0K$13M+8.75%
Q1 201973.5K$13M+8.79%
Q4 201872.3K$12M+9.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allied Investment Advisors, LLC’s full portfolio or all institutional holders of VHT.