ARCADIA INVESTMENT MANAGEMENT CORP/MI - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
ARCADIA INVESTMENT MANAGEMENT CORP/MI ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,229
-4.0%
350.0%0.00%0.0%
Q2 2023$8,569
+2.7%
350.0%0.00%0.0%
Q1 2023$8,347
-3.9%
350.0%0.00%0.0%
Q4 2022$8,682
+8.5%
350.0%0.00%0.0%
Q3 2022$8,0000.0%350.0%0.00%0.0%
Q2 2022$8,000
-11.1%
350.0%0.00%0.0%
Q1 2022$9,0000.0%350.0%0.00%0.0%
Q4 2021$9,0000.0%350.0%0.00%0.0%
Q3 2021$9,0000.0%350.0%0.00%0.0%
Q2 2021$9,000
+12.5%
350.0%0.00%0.0%
Q1 2021$8,0000.0%350.0%0.00%0.0%
Q4 2020$8,000
+14.3%
350.0%0.00%0.0%
Q3 2020$7,0000.0%350.0%0.00%0.0%
Q2 2020$7,000
+16.7%
350.0%0.00%0.0%
Q1 2020$6,000
-14.3%
350.0%0.00%0.0%
Q4 2019$7,000
+16.7%
350.0%0.00%0.0%
Q3 2019$6,0000.0%350.0%0.00%0.0%
Q2 2019$6,0000.0%350.0%0.00%0.0%
Q1 2019$6,0000.0%350.0%0.00%0.0%
Q4 2018$6,0000.0%350.0%0.00%0.0%
Q3 2018$6,000350.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders