Heritage Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$78,831
-6.2%
1900.0%0.00%0.0%
Q2 2023$84,010
+14.7%
1900.0%0.00%0.0%
Q1 2023$73,239
+20.7%
1900.0%0.00%0.0%
Q4 2022$60,688
-8.0%
190
-12.0%
0.00%
-20.0%
Q3 2022$66,000
-7.0%
2160.0%0.01%0.0%
Q2 2022$71,000
+47.9%
216
+86.2%
0.01%
+66.7%
Q1 2022$48,000
+300.0%
116
+346.2%
0.00%
+200.0%
Q4 2021$12,000
-99.9%
260.0%0.00%0.0%
Q3 2021$10,434,000
-48.7%
26
-49.0%
0.00%0.0%
Q2 2021$20,337,000
+11.2%
510.0%0.00%0.0%
Q1 2021$18,283,000
+101472.2%
510.0%0.00%0.0%
Q4 2020$18,000
-99.9%
510.0%0.00%
-50.0%
Q3 2020$15,884,000
+11.6%
51
-98.8%
0.00%0.0%
Q2 2020$14,228,000
+31.7%
4,359
+8447.1%
0.00%0.0%
Q1 2020$10,807,000
-13.5%
510.0%0.00%0.0%
Q4 2019$12,487,000
+124770.0%
510.0%0.00%
+100.0%
Q3 2019$10,000
-99.9%
510.0%0.00%
-50.0%
Q2 2019$10,755,000510.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders