Heritage Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$309,462
-4.0%
1,3160.0%0.02%0.0%
Q2 2023$322,257
+2.7%
1,3160.0%0.02%0.0%
Q1 2023$313,885
-3.9%
1,3160.0%0.02%
-10.5%
Q4 2022$326,508
+11.1%
1,3160.0%0.02%
-9.5%
Q3 2022$294,000
-12.2%
1,316
-7.5%
0.02%
-8.7%
Q2 2022$335,000
-7.5%
1,4230.0%0.02%
+15.0%
Q1 2022$362,000
-4.5%
1,4230.0%0.02%
-4.8%
Q4 2021$379,000
-99.9%
1,4230.0%0.02%
-4.5%
Q3 2021$351,783,000
+0.0%
1,4230.0%0.02%0.0%
Q2 2021$351,740,000
+8.0%
1,4230.0%0.02%
+10.0%
Q1 2021$325,580,000
+166864.1%
1,423
+63.0%
0.02%
+66.7%
Q4 2020$195,000
-99.9%
873
+30.3%
0.01%
-33.3%
Q3 2020$136,778,000
+6.0%
670
-40.5%
0.02%0.0%
Q2 2020$128,992,000
+16.5%
1,126
+68.8%
0.02%
-10.0%
Q1 2020$110,764,000
-13.2%
667
+0.3%
0.02%
+17.6%
Q4 2019$127,592,000
+153625.3%
665
+33.0%
0.02%
+41.7%
Q3 2019$83,000
-99.9%
500
-37.7%
0.01%
-42.9%
Q2 2019$139,417,0008020.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders