Heritage Trust Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2018$29,000
-27.5%
3800.0%0.01%
-14.3%
Q3 2018$40,0000.0%3800.0%0.01%
-6.7%
Q2 2018$40,000
-23.1%
380
-33.1%
0.02%
-21.1%
Q1 2018$52,000
-7.1%
5680.0%0.02%
-5.0%
Q4 2017$56,000
+5.7%
5680.0%0.02%
+5.3%
Q3 2017$53,000
+253.3%
568
+224.6%
0.02%
+216.7%
Q2 2017$15,000
-11.8%
1750.0%0.01%0.0%
Q1 2017$17,0001750.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders