VHT — VANGUARD WORLD FD

Ownership history in WJ Interests, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which WJ Interests, 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
0.22% (2024 Q2)
Avg. % of fund
0.2%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,690 — 0% 0.21% $486K $287.85
2025 Q3 UNCHANGED 1,690 — 0% 0.18% $439K $258.10
2025 Q2 UNCHANGED 1,690 — 0% 0.18% $420K $245.87
2025 Q1 UNCHANGED 1,690 — 0% 0.21% $447K $261.07
2024 Q4 UNCHANGED 1,690 — 0% 0.21% $429K $249.31
2024 Q3 UNCHANGED 1,690 — 0% 0.21% $477K $276.34
2024 Q2 INITIATED 1,690 — — 0.22% $450K —
% 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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