SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,132
-5.7%
4,814
-1.8%
0.04%
-5.0%
Q2 2023$1,201
+2.9%
4,904
+0.2%
0.04%
-2.4%
Q1 2023$1,167
-17.6%
4,892
-14.3%
0.04%
-19.6%
Q4 2022$1,416
-99.9%
5,7070.0%0.05%
-15.0%
Q3 2022$1,277,000
-5.0%
5,7070.0%0.06%
-11.8%
Q2 2022$1,344,000
-7.1%
5,707
+0.3%
0.07%
+3.0%
Q1 2022$1,447,000
-5.7%
5,690
-1.2%
0.07%
-4.3%
Q4 2021$1,535,000
+7.1%
5,759
-0.6%
0.07%
-1.4%
Q3 2021$1,433,000
+0.1%
5,7960.0%0.07%
+9.4%
Q2 2021$1,432,000
-0.1%
5,796
-7.5%
0.06%
-8.6%
Q1 2021$1,433,000
+2.3%
6,2630.0%0.07%
-7.9%
Q4 2020$1,401,000
+9.6%
6,2630.0%0.08%
-3.8%
Q3 2020$1,278,000
+4.8%
6,263
-1.1%
0.08%
-8.1%
Q2 2020$1,220,000
+27.9%
6,331
+10.2%
0.09%
+13.2%
Q1 2020$954,0005,7460.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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