COLONY GROUP LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$522
-15.5%
2,220
-12.0%
0.01%
-11.1%
Q2 2023$618
-16.4%
2,523
-18.6%
0.01%
-18.2%
Q1 2023$739
-63.9%
3,098
-62.5%
0.01%
-62.1%
Q4 2022$2,048
-99.6%
8,258
+251.0%
0.03%
+222.2%
Q3 2022$526,000
+15.1%
2,353
+21.4%
0.01%
+12.5%
Q2 2022$457,000
-7.3%
1,9390.0%0.01%
+14.3%
Q1 2022$493,000
-4.6%
1,9390.0%0.01%
-22.2%
Q4 2021$517,0000.0%1,939
-7.2%
0.01%
-10.0%
Q3 2021$517,000
+7.9%
2,090
+7.8%
0.01%0.0%
Q2 2021$479,000
+7.6%
1,939
-0.4%
0.01%
+11.1%
Q1 2021$445,000
+2.3%
1,9460.0%0.01%
-10.0%
Q4 2020$435,000
+10.1%
1,946
+0.6%
0.01%0.0%
Q3 2020$395,000
+11.6%
1,935
+5.4%
0.01%0.0%
Q2 2020$354,000
-3.0%
1,835
-16.4%
0.01%
-16.7%
Q1 2020$365,000
-13.3%
2,1950.0%0.01%
+9.1%
Q4 2019$421,000
+4.7%
2,195
-8.4%
0.01%
-15.4%
Q3 2019$402,000
+26.0%
2,395
+30.5%
0.01%
+30.0%
Q2 2019$319,0001,8350.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders