SEC 13F Intelligence

Mittelman Wealth Management / VPU

Mittelman Wealth Management’s Vanguard World Fd Position

Does Mittelman Wealth Management own Vanguard World Fd (VPU)? Yes23.4K shares worth $5M (+2.89% of its 13F portfolio) as of Q1 2026, up from 20.8K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
23.4K
% of Portfolio
+2.89%
Quarters Held
3
currently held

Position History VPU

Reported value by quarter
Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.4K$5M+2.89%
Q4 202520.8K$4M+2.50%
Q3 202515.7K$3M+1.95%

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