Heartwood Wealth Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,057,720
-19.8%
43,663
-0.3%
0.45%
-16.6%
Q2 2023$3,813,666
+9.3%
43,800
+13.7%
0.54%
+4.0%
Q1 2023$3,489,049
-30.4%
38,536
-36.3%
0.52%
-33.8%
Q4 2022$5,012,95460,5210.78%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
North Ridge Wealth Advisors, Inc. 93,757$6,565,7856.40%
Ausdal Financial Partners, Inc. 645,344$45,193,4406.22%
AMJ Financial Wealth Management 116,406$8,151,9123.76%
Fluent Financial, LLC 95,266$6,671,4813.58%
Hamilton Wealth, LLC 119,840$8,392,3953.01%
Forefront Analytics, LLC 67,987$4,761,2342.70%
Bridge Advisory, LLC 108,425$7,592,9762.66%
Fortis Group Advisors, LLC 94,355$8,542,9062.62%
Alpha Square Group S LLC 35,000$2,451,0502.48%
RiverFront Investment Group, LLC 808,848$56,6432.01%
View complete list of VANGUARD WORLD FD shareholders