DOWLING & YAHNKE LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 252 filers reported holding VANGUARD WORLD FDS in Q4 2015. The put-call ratio across all filers is 0.54 and the average weighting 0.5%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$4,784,000
-1.9%
21,388
+3.2%
0.22%
-2.6%
Q2 2022$4,879,000
-0.3%
20,716
+7.7%
0.23%
+7.5%
Q1 2022$4,895,000
+7.2%
19,241
+12.2%
0.21%
-3.2%
Q4 2021$4,568,000
+24.8%
17,146
+15.8%
0.22%
+8.4%
Q3 2021$3,661,000
+5.1%
14,811
+5.1%
0.20%
+1.5%
Q2 2021$3,482,000
+7.1%
14,088
-0.8%
0.20%
-9.9%
Q1 2021$3,250,000
+5.5%
14,207
+3.2%
0.22%
+0.9%
Q4 2020$3,081,000
+8.3%
13,773
-1.2%
0.22%
-3.5%
Q3 2020$2,845,000
-1.2%
13,946
-6.7%
0.23%
-5.8%
Q2 2020$2,879,000
-18.5%
14,944
-29.7%
0.24%
-28.8%
Q1 2020$3,533,000
-1.0%
21,271
+14.3%
0.34%
+24.1%
Q4 2019$3,568,000
+12.8%
18,606
-1.3%
0.27%
+5.0%
Q3 2019$3,162,000
+2.2%
18,856
+6.0%
0.26%
+2.0%
Q2 2019$3,095,000
+4.4%
17,791
+3.5%
0.26%
-10.2%
Q1 2019$2,964,000
+10.1%
17,187
+13.3%
0.28%
+2.2%
Q4 2018$2,692,000
+15.6%
15,175
+17.6%
0.28%
+37.4%
Q3 2018$2,328,000
+11.9%
12,906
-1.3%
0.20%
+5.2%
Q2 2018$2,081,000
-10.8%
13,078
-14.0%
0.19%
-11.9%
Q1 2018$2,334,000
+8.8%
15,205
+9.2%
0.22%
+12.9%
Q4 2017$2,146,000
-0.2%
13,923
-1.4%
0.19%
-11.0%
Q3 2017$2,151,000
+10.8%
14,123
+7.2%
0.22%
+6.3%
Q2 2017$1,942,000
+14.8%
13,178
+7.4%
0.20%
+13.9%
Q1 2017$1,691,000
+3.4%
12,273
-4.8%
0.18%
-1.6%
Q4 2016$1,635,000
+1.9%
12,898
+6.9%
0.18%
-2.7%
Q3 2016$1,604,000
+3.6%
12,071
+1.8%
0.19%
+1.1%
Q2 2016$1,548,000
+12.6%
11,863
+6.4%
0.19%
+9.4%
Q1 2016$1,375,000
+21.3%
11,150
+30.7%
0.17%
+18.9%
Q4 2015$1,134,000
+14.9%
8,532
+5.9%
0.14%
+6.7%
Q3 2015$987,000
-12.5%
8,0570.0%0.13%
-5.6%
Q2 2015$1,128,000
+2.8%
8,057
-0.5%
0.14%
+3.6%
Q1 2015$1,097,000
+3.6%
8,097
-4.0%
0.14%
+3.8%
Q4 2014$1,059,000
+4.2%
8,432
-2.9%
0.13%
-1.5%
Q3 2014$1,016,000
+4.0%
8,682
-0.8%
0.13%
+6.3%
Q2 2014$977,000
+4.4%
8,7520.0%0.13%
+2.4%
Q1 2014$936,000
+5.8%
8,7520.0%0.12%
-0.8%
Q4 2013$885,000
+8.2%
8,752
-0.4%
0.12%
-3.1%
Q3 2013$818,000
+7.2%
8,787
-0.6%
0.13%
+0.8%
Q2 2013$763,0008,8370.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2015
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