SEC 13F Intelligence

Uptown Financial Advisors LLC / VDE

Uptown Financial Advisors LLC’s Vanguard World Fd Position

Does Uptown Financial Advisors LLC own Vanguard World Fd (VDE)? Yes — 25.5K shares worth $4M (+3.51% of its 13F portfolio) as of Q1 2026, up from 25.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
25.5K
% of Portfolio
+3.51%
Quarters Held
5
currently held

Position History VDE

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.5K$4M+3.51%
Q4 202525.0K$3M+2.25%
Q3 202524.1K$3M+2.50%
Q2 202523.7K$3M+2.42%
Q1 202521.3K$3M+2.81%

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