D.A. DAVIDSON & CO. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,932,857
-10.4%
42,249
-6.7%
0.11%
-7.7%
Q2 2023$11,086,267
+9.6%
45,283
+6.8%
0.12%
+2.6%
Q1 2023$10,111,776
-3.3%
42,405
+0.6%
0.11%
-7.3%
Q4 2022$10,457,658
+27.7%
42,159
+14.0%
0.12%
+15.0%
Q3 2022$8,190,000
+25.7%
36,975
+33.7%
0.11%
+30.5%
Q2 2022$6,514,000
-4.7%
27,660
+2.9%
0.08%
+10.8%
Q1 2022$6,837,000
-30.9%
26,879
-27.7%
0.07%
-30.2%
Q4 2021$9,901,000
+10.0%
37,162
+2.1%
0.11%
+1.9%
Q3 2021$8,997,000
+1.3%
36,399
+1.3%
0.10%0.0%
Q2 2021$8,884,000
-18.2%
35,947
-24.3%
0.10%
-25.2%
Q1 2021$10,866,000
-4.4%
47,502
-6.6%
0.14%
-20.1%
Q4 2020$11,372,000
+15.1%
50,835
+4.9%
0.17%
+1.2%
Q3 2020$9,881,000
+6.8%
48,438
+0.9%
0.17%
-0.6%
Q2 2020$9,249,000
+15.8%
48,007
-0.1%
0.17%
+10.9%
Q1 2020$7,986,000
-17.3%
48,079
-4.6%
0.16%0.0%
Q4 2019$9,662,000
+17.8%
50,395
+3.0%
0.16%
+6.1%
Q3 2019$8,204,000
-6.8%
48,925
-3.3%
0.15%
-10.4%
Q2 2019$8,801,000
+4.2%
50,599
+3.2%
0.16%
+13.1%
Q1 2019$8,450,000
+11.5%
49,036
+3.9%
0.14%
-2.0%
Q4 2018$7,580,000
+2.4%
47,199
+15.0%
0.15%
+12.1%
Q3 2018$7,405,000
+70.1%
41,042
+50.1%
0.13%
+55.3%
Q2 2018$4,353,000
+8.6%
27,350
+4.8%
0.08%
+2.4%
Q1 2018$4,008,000
-2.3%
26,108
-1.9%
0.08%
-3.5%
Q4 2017$4,103,000
+6.7%
26,616
+5.4%
0.09%
+14.7%
Q3 2017$3,845,000
+6.0%
25,251
+2.6%
0.08%
-8.5%
Q2 2017$3,626,000
+11.4%
24,606
+4.2%
0.08%
+3.8%
Q1 2017$3,255,000
+15.3%
23,624
+6.1%
0.08%
+23.4%
Q4 2016$2,823,000
+28.7%
22,273
+34.9%
0.06%
+16.4%
Q3 2016$2,193,000
+83.1%
16,507
+79.8%
0.06%
+57.1%
Q2 2016$1,198,000
+83.2%
9,181
+72.9%
0.04%
+75.0%
Q1 2016$654,000
-4.4%
5,311
+3.0%
0.02%
-9.1%
Q4 2015$684,000
+144.3%
5,154
+125.3%
0.02%
+120.0%
Q3 2015$280,000
-7.6%
2,288
+5.5%
0.01%0.0%
Q2 2015$303,000
+9.4%
2,168
+5.9%
0.01%
+11.1%
Q1 2015$277,000
+7.8%
2,0480.0%0.01%
+12.5%
Q4 2014$257,000
+8.0%
2,048
+0.6%
0.01%0.0%
Q3 2014$238,000
+6.2%
2,036
+1.3%
0.01%0.0%
Q2 2014$224,000
-0.4%
2,010
-4.7%
0.01%0.0%
Q1 2014$225,000
+10.3%
2,110
+4.5%
0.01%0.0%
Q4 2013$204,000
+1.0%
2,020
-7.1%
0.01%
-11.1%
Q3 2013$202,000
+8.0%
2,1750.0%0.01%0.0%
Q2 2013$187,0002,1750.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
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