VHT VANGUARD WORLD FDS

Ownership history in FINANCIAL MANAGEMENT NETWORK INC  ·  21 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL MANAGEMENT NETWORK INC reported a position in VANGUARD WORLD FDS (VHT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.65% (2020 Q4)
Avg. % of fund
2.92%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,396 +23 +0.1% 1.25% $7.9M $287.85
2025 Q3 REDUCED 27,373 -1,936 -6.6% 1.21% $7.3M $258.10
2025 Q2 REDUCED 29,309 -65 -0.2% 1.31% $7.3M $245.87
2025 Q1 REDUCED 29,374 -1,557 -5.0% 1.61% $7.2M $261.07
2024 Q4 REDUCED 30,931 -1,330 -4.1% 1.65% $7.9M $249.31
2024 Q3 REDUCED 32,261 -700 -2.1% 1.87% $9.0M $276.34
2024 Q2 REDUCED 32,961 -144 -0.4% 2.09% $8.7M $259.40
2024 Q1 REDUCED 33,105 -403 -1.2% 2.17% $8.6M $262.86
2023 Q4 REDUCED 33,508 -1,536 -4.4% 2.49% $8.5M $242.85
2023 Q3 REDUCED 35,044 -1,047 -2.9% 2.70% $8.2M $226.91
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VHT price (monthly, adj. close)
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