Heritage Trust Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$580,529
-5.2%
3,3650.0%0.09%
+1.1%
Q2 2023$612,329
+2.3%
3,3650.0%0.09%
-4.3%
Q1 2023$598,364
+4.5%
3,3650.0%0.09%
+1.1%
Q4 2022$572,723
+14.5%
3,3650.0%0.09%
+6.9%
Q3 2022$500,000
-7.2%
3,3650.0%0.09%
-1.1%
Q2 2022$539,000
-21.5%
3,365
-4.9%
0.09%
-9.3%
Q1 2022$687,000
-1.4%
3,5400.0%0.10%
+9.0%
Q4 2021$697,000
+13.7%
3,5400.0%0.09%
+3.5%
Q3 2021$613,000
-4.2%
3,5400.0%0.09%
-5.5%
Q2 2021$640,000
+4.6%
3,5400.0%0.09%
-2.2%
Q1 2021$612,000
+7.4%
3,540
-2.5%
0.09%
+1.1%
Q4 2020$570,000
+16.6%
3,6290.0%0.09%
+1.1%
Q3 2020$489,000
-6.9%
3,629
-16.6%
0.09%
-11.7%
Q2 2020$525,000
-70.0%
4,350
-76.1%
0.10%
-76.4%
Q1 2020$1,752,000
-45.1%
18,211
-23.4%
0.44%
-31.5%
Q4 2019$3,190,000
+1.9%
23,780
-4.0%
0.64%
-5.8%
Q3 2019$3,131,000
-4.7%
24,774
-3.3%
0.68%
-7.3%
Q2 2019$3,285,000
+3.1%
25,619
-1.0%
0.73%
-0.8%
Q1 2019$3,186,000
+7.9%
25,890
-2.9%
0.74%
-39.6%
Q4 2018$2,954,000
-16.6%
26,658
-1.3%
1.22%
-4.0%
Q3 2018$3,541,000
-1.2%
27,009
-0.9%
1.27%
-5.7%
Q2 2018$3,584,000
+2.8%
27,249
+0.7%
1.35%
+3.4%
Q1 2018$3,488,000
-9.8%
27,064
-4.3%
1.30%
-6.2%
Q4 2017$3,867,000
+5.1%
28,291
-1.1%
1.39%
+2.7%
Q3 2017$3,678,000
+3.5%
28,620
-2.1%
1.35%
-1.3%
Q2 2017$3,554,000
+0.8%
29,222
-1.4%
1.37%
+1.9%
Q1 2017$3,526,00029,6491.34%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders