SEC 13F Intelligence

Allied Investment Advisors, LLC / VPU

Allied Investment Advisors, LLC’s Vanguard World Fd Position

Does Allied Investment Advisors, LLC own Vanguard World Fd (VPU)? Yes — 89.6K shares worth $18M (+2.55% of its 13F portfolio) as of Q1 2026, up from 88.3K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
89.6K
% of Portfolio
+2.55%
Quarters Held
11
currently held

Position History VPU

Reported value by quarter
Q3 ’23: $13MQ3 ’23Q4 ’23: $16MQ1 ’24: $18MQ1 ’24Q2 ’24: $19MQ3 ’24: $23MQ3 ’24Q4 ’24: $21MQ1 ’25: $23MQ1 ’25Q2 ’25: $24MQ3 ’25: $17MQ3 ’25Q4 ’25: $16MQ1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202689.6K$18M+2.55%
Q4 202588.3K$16M+2.53%
Q3 202588.6K$17M+2.67%
Q2 2025138.8K$24M+4.28%
Q1 2025137.1K$23M+4.44%
Q4 2024131.3K$21M+4.32%
Q3 2024132.2K$23M+4.56%
Q2 2024130.9K$19M+4.54%
Q1 2024126.9K$18M+4.37%
Q4 2023116.8K$16M+4.36%
Q3 2023104.3K$13M+3.98%

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 VPU.