SONATA CAPITAL GROUP INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$530
-4.7%
2,255
-0.7%
0.28%
-1.4%
Q2 2023$556
-3.6%
2,270
-6.2%
0.29%
-8.0%
Q1 2023$577
-3.8%
2,4200.0%0.31%
-6.6%
Q4 2022$600
-99.9%
2,420
+0.6%
0.33%
+12.8%
Q3 2022$538,000
-4.9%
2,4050.0%0.30%
+0.7%
Q2 2022$566,000
-1.4%
2,405
+6.7%
0.29%
+16.2%
Q1 2022$574,000
+4.9%
2,255
+9.7%
0.25%
+10.5%
Q4 2021$547,000
+7.7%
2,0550.0%0.23%
+0.4%
Q3 2021$508,000
-3.4%
2,055
-3.5%
0.23%
-4.6%
Q2 2021$526,000
+0.2%
2,130
-7.2%
0.24%
-5.2%
Q1 2021$525,000
+0.2%
2,295
-1.9%
0.25%
-2.7%
Q4 2020$524,000
+9.9%
2,3400.0%0.26%
-6.8%
Q3 2020$477,000
+5.8%
2,3400.0%0.28%
-2.8%
Q2 2020$451,000
+15.9%
2,3400.0%0.29%
-2.4%
Q1 2020$389,000
-13.4%
2,3400.0%0.29%
+8.1%
Q4 2019$449,000
+9.8%
2,340
-4.1%
0.27%
-2.2%
Q3 2019$409,000
-20.0%
2,440
-17.0%
0.28%
-21.8%
Q2 2019$511,000
+0.8%
2,9400.0%0.35%
-6.3%
Q1 2019$507,000
+7.4%
2,9400.0%0.38%
-1.8%
Q4 2018$472,000
-12.1%
2,940
-1.2%
0.38%
+5.8%
Q3 2018$537,000
+21.5%
2,975
+7.2%
0.36%
+14.8%
Q2 2018$442,000
-4.7%
2,775
-8.1%
0.32%
-6.8%
Q1 2018$464,000
-1.9%
3,020
-1.6%
0.34%
-0.3%
Q4 2017$473,000
-13.1%
3,070
-14.0%
0.34%
-15.6%
Q3 2017$544,000
+6.5%
3,570
+2.9%
0.40%
+6.0%
Q2 2017$511,000
+6.9%
3,4700.0%0.38%
+5.8%
Q1 2017$478,000
+8.6%
3,4700.0%0.36%
+5.0%
Q4 2016$440,000
-24.5%
3,470
-21.0%
0.34%
-27.6%
Q3 2016$583,000
-3.3%
4,390
-5.0%
0.47%
-7.8%
Q2 2016$603,000
+5.8%
4,6200.0%0.51%
+4.0%
Q1 2016$570,000
-7.2%
4,6200.0%0.49%
-8.3%
Q4 2015$614,000
+9.6%
4,620
+1.1%
0.54%
+3.7%
Q3 2015$560,000
-4.6%
4,570
+8.9%
0.52%
+3.2%
Q2 2015$587,000
+26.8%
4,195
+22.8%
0.50%
+24.1%
Q1 2015$463,0003,4150.41%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
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