SEC 13F Intelligence

My Personal Cfo, LLC / VDE

My Personal Cfo, LLC’s Vanguard World Fd Position

Does My Personal Cfo, LLC own Vanguard World Fd (VDE)? Yes21.5K shares worth $4M (+1.63% of its 13F portfolio) as of Q1 2026, up from 21.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
21.5K
% of Portfolio
+1.63%
Quarters Held
16
currently held

Position History VDE

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $687,000Q3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.5K$4M+1.63%
Q4 202521.4K$3M+1.13%
Q2 202523.1K$3M+1.25%
Q1 202520.5K$3M+1.34%
Q4 202420.5K$2M+1.27%
Q3 202416.5K$2M+1.10%
Q2 202416.3K$2M+1.11%
Q1 202416.2K$2M+1.23%
Q4 202315.7K$2M+1.20%
Q3 202315.6K$2M+1.60%
Q2 202316.0K$2M+1.42%
Q1 202316.0K$2M+1.56%
Q4 20226.8K$2M+1.79%
Q3 20226.8K$687,000+1.04%
Q2 202216.0K$2M+2.04%
Q1 202217.7K$2M+1.96%

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