VHT β€” VANGUARD WORLD FDS

Ownership history in Carmichael Hill & Associates, Inc.  Β·  28 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported VANGUARD WORLD FDS (VHT) in 28 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.26% in 2024 Q1. The latest visible filing shows VHT at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carmichael Hill & Associates, Inc.'s position in VANGUARD WORLD FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

VHT was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VHT stock page Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. held VHT β€” position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 11,274 +483 +4.5% 1.13% $3.2M 2024-11-14 (Est.) $260.08
2024 Q2 REDUCED 10,791 -970 -8.2% 1.13% $2.9M 2024-08-02 $268.07
2024 Q1 ADDED 11,761 +77 +0.7% 1.26% $3.2M 2024-04-24 $249.05
2023 Q4 ADDED 11,684 +445 +4.0% 1.21% $2.9M 2024-01-23 $247.43
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VHT

As of 2025 Q4 β€” sorted by position size

Wheelhouse Advisory Group LLC 9.19% Allied Investment Advisors, LLC 3Y 7Y 7.44% SOUTHERN CAPITAL SERVICES INC /ADV 6.79% Beacon Capital Management, Inc. 3Y 7Y 5.84% Lakeshore Financial Planning, Inc. 5.77% PGIM Custom Harvest LLC 3Y 5.27% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.22% Adaptive Financial Consulting, LLC 3Y 4.75% Richmond Brothers, Inc. 3Y 4.46% DMKC Advisory Services, LLC 4.14%

FAQ About Carmichael Hill & Associates, Inc. and VHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carmichael Hill & Associates, Inc. reported owning VHT?

Carmichael Hill & Associates, Inc. reported VHT across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VHT position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VHT was 1.26% in 2024 Q1.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 11,274 shares, equal to 1.13% of portfolio, with an estimated market value of $3.2M.

What does the chart on this VHT ownership page compare?

The chart compares Carmichael Hill & Associates, Inc.'s quarterly VHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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