VHT — VANGUARD WORLD FDS

Ownership history in Solutions 4 Wealth, Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd 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
4.28% (2023 Q4)
Avg. % of fund
2.74%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,715 -106 -2.2% 2.05% $1.4M $287.85
2025 Q3 ADDED 4,821 +5 +0.1% 1.94% $1.3M $258.10
2025 Q2 REDUCED 4,816 -104 -2.1% 1.99% $1.2M $245.87
2025 Q1 ADDED 4,920 +8 +0.2% 2.30% $1.3M $261.07
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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