SEC 13F Intelligence

Latko Wealth Management, Ltd. / VGT

Latko Wealth Management, Ltd.’s Vanguard World Fd Position

Does Latko Wealth Management, Ltd. own Vanguard World Fd (VGT)? Yes — 6.2K shares worth $4M (+2.10% of its 13F portfolio) as of Q1 2026, up from 5.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
6.2K
% of Portfolio
+2.10%
Quarters Held
7
currently held

Position History VGT

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.2K$4M+2.10%
Q4 20255.0K$4M+1.85%
Q3 20254.8K$4M+1.82%
Q2 20255.5K$4M+2.05%
Q1 20252.5K$1M+0.88%
Q4 20241.8K$1M+0.67%
Q3 20241.8K$1M+0.65%

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