VHT VANGUARD WORLD FDS

Ownership history in Tranquilli Financial Advisor LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Tranquilli Financial Advisor LLC 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
3.52% (2020 Q4)
Avg. % of fund
2.45%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,215 +9,260 +186.9% 2.37% $4.1M $287.85
2025 Q3 REDUCED 4,955 -1,747 -26.1% 0.76% $1.3M $258.10
2025 Q2 REDUCED 6,702 -2,400 -26.4% 1.03% $1.7M $245.87
2025 Q1 ADDED 9,102 +528 +6.2% 1.52% $2.4M $261.07
2024 Q4 REDUCED 8,574 -8,675 -50.3% 1.38% $2.2M $249.31
2024 Q3 ADDED 17,249 +164 +1.0% 3.05% $4.9M $276.34
2024 Q2 REDUCED 17,085 -555 -3.1% 3.03% $4.5M $259.40
2024 Q1 ADDED 17,640 +3,394 +23.8% 3.18% $4.8M $262.86
2023 Q3 ADDED 14,246 +8,007 +128.3% 2.42% $3.3M $226.91
2022 Q4 REDUCED 6,239 -6,680 -51.7% 1.17% $1.5M $236.88
6 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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