HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$1,212,101
+90.6%
6,327
+71.0%
0.17%
-15.2%
Q3 2022$636,000
-99.9%
3,699
-11.0%
0.20%
-20.3%
Q2 2022$770,145,000
+82889.8%
4,155
-12.3%
0.26%
+2.0%
Q1 2022$928,000
+277.2%
4,739
+244.7%
0.25%
+188.5%
Q3 2021$246,000
-2.0%
1,3750.0%0.09%
-8.4%
Q2 2021$251,000
+2.4%
1,3750.0%0.10%
-31.2%
Q1 2021$245,0001,3750.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders