Heritage Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 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 Q2 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders