Heritage Trust Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,663,123
-14.8%
13,040
-5.1%
0.26%
-9.1%
Q2 2023$1,952,709
-4.4%
13,735
-0.8%
0.29%
-10.9%
Q1 2023$2,043,156
-3.8%
13,8500.0%0.32%
-7.2%
Q4 2022$2,124,035
+6.4%
13,850
-1.3%
0.35%
-0.9%
Q3 2022$1,997,000
-6.8%
14,039
-0.2%
0.35%
-0.6%
Q2 2022$2,143,000
-5.9%
14,067
-0.1%
0.35%
+9.0%
Q1 2022$2,278,000
-16.7%
14,076
-19.5%
0.32%
-8.3%
Q4 2021$2,735,000
+9.9%
17,486
-2.2%
0.35%
+0.3%
Q3 2021$2,488,000
-6.8%
17,884
-7.1%
0.35%
-8.4%
Q2 2021$2,670,000
-7.0%
19,245
-5.8%
0.38%
-12.8%
Q1 2021$2,871,000
-1.0%
20,432
-3.3%
0.44%
-6.8%
Q4 2020$2,900,000
+6.3%
21,136
-0.0%
0.47%
-7.7%
Q3 2020$2,729,000
-3.3%
21,143
-7.4%
0.51%
-8.0%
Q2 2020$2,823,000
-1.6%
22,829
-3.0%
0.55%
-22.8%
Q1 2020$2,868,000
-27.7%
23,525
-15.3%
0.72%
-9.7%
Q4 2019$3,969,000
-3.0%
27,774
-2.5%
0.79%
-10.3%
Q3 2019$4,091,000
+5.7%
28,484
-2.2%
0.88%
+2.8%
Q2 2019$3,871,000
+2.2%
29,125
-0.3%
0.86%
-1.7%
Q1 2019$3,788,000
+7.8%
29,223
-2.0%
0.88%
-39.7%
Q4 2018$3,514,000
-0.7%
29,820
-0.7%
1.45%
+14.2%
Q3 2018$3,540,000
+0.7%
30,027
-0.9%
1.27%
-3.9%
Q2 2018$3,514,000
+3.5%
30,302
-0.2%
1.32%
+4.1%
Q1 2018$3,395,000
-7.4%
30,363
-3.4%
1.27%
-3.6%
Q4 2017$3,666,000
-1.3%
31,444
-1.2%
1.32%
-3.6%
Q3 2017$3,715,000
+0.1%
31,814
-2.1%
1.37%
-4.5%
Q2 2017$3,711,000
-0.2%
32,480
-1.6%
1.43%
+0.9%
Q1 2017$3,720,00033,0221.42%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders