Heartwood Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$511,776
+12.3%
4,0380.0%0.08%
+15.4%
Q2 2023$455,850
-4.0%
4,038
-2.9%
0.06%
-8.5%
Q1 2023$474,854
-26.7%
4,157
-22.1%
0.07%
-29.7%
Q4 2022$647,393
+13.8%
5,338
-4.7%
0.10%
+2.0%
Q3 2022$569,000
+2.2%
5,6020.0%0.10%
+7.6%
Q2 2022$557,000
+25.2%
5,602
+34.8%
0.09%
+39.4%
Q1 2022$445,000
+37.8%
4,1570.0%0.07%
+34.7%
Q4 2021$323,000
+5.2%
4,1570.0%0.05%
+2.1%
Q3 2021$307,000
+1.0%
4,157
+3.7%
0.05%
+2.1%
Q2 2021$304,000
+11.8%
4,0070.0%0.05%
+6.8%
Q1 2021$272,000
+30.8%
4,007
+56.8%
0.04%
+10.0%
Q4 2019$208,0002,5560.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders