VHT — VANGUARD WORLD FDS

Ownership history in WEALTH MANAGEMENT RESOURCES, INC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which WEALTH MANAGEMENT RESOURCES, 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
2.89% (2023 Q4)
Avg. % of fund
1.41%
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 2,758 -96 -3.4% 0.28% $794K $287.85
2025 Q3 REDUCED 2,854 -231 -7.5% 0.24% $741K $258.10
2025 Q2 REDUCED 3,085 -1,185 -27.8% 0.26% $766K $245.87
2025 Q1 REDUCED 4,270 -162 -3.7% 0.41% $1.1M $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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