Heritage Trust Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 203 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,425,752
-3.2%
13,554
-2.1%
0.22%
+3.7%
Q2 2023$1,472,288
+7.1%
13,849
-2.6%
0.22%
-0.5%
Q1 2023$1,374,840
+17.5%
14,2220.0%0.22%
+13.1%
Q4 2022$1,169,774
-0.9%
14,222
-0.7%
0.19%
-7.3%
Q3 2022$1,180,000
-13.1%
14,322
-0.9%
0.21%
-7.2%
Q2 2022$1,358,000
-23.5%
14,452
-2.2%
0.22%
-11.6%
Q1 2022$1,775,000
-16.4%
14,779
-5.7%
0.25%
-7.7%
Q4 2021$2,124,000
-4.5%
15,669
-0.8%
0.27%
-13.1%
Q3 2021$2,223,000
-4.9%
15,789
-2.9%
0.31%
-6.3%
Q2 2021$2,338,000
+9.5%
16,257
-1.1%
0.33%
+2.5%
Q1 2021$2,136,000
+7.8%
16,432
-0.3%
0.33%
+1.6%
Q4 2020$1,981,000
+22.3%
16,482
+3.7%
0.32%
+6.3%
Q3 2020$1,620,000
-1.8%
15,898
-10.3%
0.30%
-6.5%
Q2 2020$1,649,000
+17.9%
17,716
-3.5%
0.32%
-7.4%
Q1 2020$1,399,000
-37.2%
18,359
-22.6%
0.35%
-21.6%
Q4 2019$2,227,000
+1.5%
23,709
-6.4%
0.44%
-6.1%
Q3 2019$2,195,000
-2.5%
25,328
-2.5%
0.47%
-5.2%
Q2 2019$2,251,000
+1.3%
25,970
-2.4%
0.50%
-2.5%
Q1 2019$2,223,000
+10.7%
26,610
-1.9%
0.51%
-38.1%
Q4 2018$2,009,000
-18.2%
27,132
-3.9%
0.83%
-5.9%
Q3 2018$2,457,000
+1.7%
28,246
-0.7%
0.88%
-3.0%
Q2 2018$2,416,000
+1.1%
28,454
-0.3%
0.91%
+1.7%
Q1 2018$2,389,000
-10.1%
28,548
-2.0%
0.89%
-6.4%
Q4 2017$2,656,000
-2.8%
29,137
-1.6%
0.95%
-5.1%
Q3 2017$2,732,000
-1.4%
29,613
-1.8%
1.00%
-5.9%
Q2 2017$2,770,000
-5.2%
30,168
-2.1%
1.07%
-4.1%
Q1 2017$2,923,00030,8141.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,503,735$195,501,0007.93%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 62,469$8,118,0007.31%
IronBridge Private Wealth, LLC 53,179$6,914,0004.39%
Kinloch Capital, LLC 41,105$5,344,0004.10%
Tatro Capital, LLC 40,107$5,214,0004.04%
Evensky & Katz LLC 268,382$34,892,0003.86%
Curran Financial Partners, LLC 39,726$5,165,0003.71%
Tranquilli Financial Advisor LLC 32,208$4,187,0003.38%
Centered Wealth LLC dba Miller Equity Capital Advisors 18,020$2,343,0002.94%
PGIM Custom Harvest LLC 87,947$11,434,0002.80%
View complete list of VANGUARD WORLD FDS shareholders