HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 456 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,346,387$174,492,0007.94%
USA FINANCIAL FORMULAS 43,276$5,609,0003.53%
Berkeley Capital Partners, LLC 54,084$7,009,0003.47%
Invst, LLC 53,576$6,897,0003.46%
FIRST NATIONAL CORP /MA/ /ADV 49,044$6,356,0002.64%
Hamilton Wealth, LLC 22,078$2,861,0002.27%
ORSER CAPITAL MANAGEMENT, LLC 15,895$2,060,0002.27%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 113,979$14,771,0002.17%
FIFTH THIRD SECURITIES, INC. 11,745$1,522,0001.72%
American Investment Services, Inc. 39,377$5,103,0001.62%
View complete list of VANGUARD WORLD FDS shareholders