VHT — VANGUARD WORLD FD

Ownership history in Geneva Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Geneva Partners, LLC reported a position in VANGUARD WORLD FD (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
3.69% (2025 Q4)
Avg. % of fund
3.69%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 35,982 — — 3.69% $10.4M $287.85
% of Fund (quarterly)    VHT price (monthly, adj. close)

Other funds also holding VHT

As of 2025 Q4 — 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%
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