HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$521,424
+115.5%
3,400
+100.0%
0.07%
-5.1%
Q3 2022$242,000
-99.9%
1,7000.0%0.08%
-9.3%
Q2 2022$258,995,000
+94080.0%
1,7000.0%0.09%
+16.2%
Q1 2022$275,000
+16.0%
1,7000.0%0.07%
-11.9%
Q3 2021$237,000
+0.4%
1,7000.0%0.08%
-5.6%
Q2 2021$236,0001,7000.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 136,333$13,954,0009.43%
Beacon Capital Management, Inc. 624,842$63,953,0007.79%
TOEWS CORP /ADV 3,145$322,0004.44%
CYPRESS CAPITAL MANAGEMENT LLC 122,845$12,573,0003.63%
American Investment Services, Inc. 39,558$4,049,0002.20%
Quantitative Advantage, LLC 64,854$6,638,0001.66%
DOWLING & YAHNKE LLC 104,892$10,736,0001.34%
FACTORY MUTUAL INSURANCE CO 819,400$83,866,0001.13%
WBH ADVISORY INC 26,152$2,676,0001.01%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,447$1,786,0000.88%
View complete list of VANGUARD WORLD FDS shareholders