EVERETT HARRIS & CO /CA/ - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$176,169,587
-4.3%
749,339
-0.3%
2.75%
-1.6%
Q2 2023$184,051,747
+2.7%
751,784
+0.1%
2.79%
-3.8%
Q1 2023$179,167,386
-4.2%
751,352
-0.4%
2.90%
-9.7%
Q4 2022$187,107,000
+10.4%
754,313
-0.4%
3.22%
+3.1%
Q3 2022$169,477,000
-4.9%
757,610
+0.1%
3.12%
+1.2%
Q2 2022$178,190,000
-8.0%
756,645
-0.7%
3.08%
+11.8%
Q1 2022$193,781,000
-4.4%
761,779
+0.1%
2.76%
-2.0%
Q4 2021$202,684,000
+8.0%
760,768
+0.2%
2.81%
-5.2%
Q3 2021$187,729,000
-0.4%
759,544
-0.4%
2.97%
-1.6%
Q2 2021$188,506,000
+8.3%
762,781
+0.2%
3.02%
-0.2%
Q1 2021$174,103,000
+2.3%
761,108
+0.0%
3.02%
+0.3%
Q4 2020$170,258,000
+11.4%
760,998
+1.6%
3.01%
+0.8%
Q3 2020$152,869,000
+13.2%
749,356
+6.9%
2.99%
+0.3%
Q2 2020$134,986,000
+17.3%
700,681
+1.2%
2.98%
+0.5%
Q1 2020$115,029,000
-1.6%
692,571
+13.6%
2.96%
+12.1%
Q4 2019$116,945,000
+16.9%
609,914
+2.2%
2.64%
+6.9%
Q3 2019$100,079,000
-2.0%
596,848
+1.6%
2.47%
-3.3%
Q2 2019$102,149,000
+1.9%
587,268
+1.0%
2.56%
-1.7%
Q1 2019$100,285,000
+15.5%
581,427
+7.5%
2.60%
+5.5%
Q4 2018$86,855,000
-5.3%
540,813
+6.4%
2.47%
+7.3%
Q3 2018$91,740,000
+21.1%
508,508
+6.8%
2.30%
+11.4%
Q2 2018$75,755,000
+4.3%
476,030
+0.7%
2.06%
+2.6%
Q1 2018$72,605,000
+15.3%
472,905
+15.7%
2.01%
+14.5%
Q4 2017$62,994,000
+10.2%
408,683
+8.9%
1.76%
+2.4%
Q3 2017$57,145,000
+9.5%
375,262
+6.0%
1.72%
+6.2%
Q2 2017$52,187,000
+11.8%
354,124
+4.6%
1.62%
+5.7%
Q1 2017$46,680,000
+19.4%
338,702
+9.8%
1.53%
+11.4%
Q4 2016$39,088,000
-14.7%
308,339
-10.6%
1.37%
-15.4%
Q3 2016$45,845,000
+7.8%
344,984
+5.9%
1.62%
+6.8%
Q2 2016$42,520,000
+13.2%
325,849
+7.0%
1.52%
+12.5%
Q1 2016$37,546,000
-48.0%
304,510
-43.9%
1.35%
-46.4%
Q4 2015$72,146,000
+8.6%
542,942
+0.2%
2.52%
+3.4%
Q3 2015$66,420,000
-7.6%
541,937
+5.5%
2.44%
-3.5%
Q2 2015$71,883,000
+9.7%
513,597
+6.2%
2.52%
+12.4%
Q1 2015$65,534,000
+52.0%
483,577
+40.9%
2.25%
+52.4%
Q4 2014$43,107,000
+506.3%
343,233
+464.7%
1.47%
+475.8%
Q3 2014$7,110,00060,7770.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders