SILVERCREST ASSET MANAGEMENT GROUP LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
SILVERCREST ASSET MANAGEMENT GROUP LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$212,060
-40.3%
902
-37.2%
0.00%0.0%
Q3 2021$355,000
-50.8%
1,437
-54.5%
0.00%
-60.0%
Q1 2021$722,000
-5.6%
3,158
-7.6%
0.01%
-16.7%
Q4 2020$765,000
+22.6%
3,418
+11.8%
0.01%
+20.0%
Q3 2020$624,000
-6.0%
3,058
-11.3%
0.01%
-16.7%
Q2 2020$664,000
-66.0%
3,447
-70.7%
0.01%
-71.4%
Q1 2020$1,951,000
-39.3%
11,747
-30.0%
0.02%
-16.0%
Q4 2019$3,216,000
-22.9%
16,775
-32.6%
0.02%
-26.5%
Q3 2019$4,171,000
-49.0%
24,876
-47.1%
0.03%
-55.8%
Q2 2019$8,179,000
-2.1%
47,023
-2.9%
0.08%
-6.1%
Q1 2019$8,356,000
+5.5%
48,450
-1.8%
0.08%
-5.7%
Q4 2018$7,922,000
-9.8%
49,328
+1.4%
0.09%
+8.8%
Q3 2018$8,780,000
+29.5%
48,666
+14.2%
0.08%
+27.0%
Q2 2018$6,781,000
+40.4%
42,611
+35.4%
0.06%
+34.0%
Q1 2018$4,830,000
+7.3%
31,460
+7.7%
0.05%
+11.9%
Q4 2017$4,502,000
+1.3%
29,211
+0.0%
0.04%
-4.5%
Q3 2017$4,446,000
+29.8%
29,198
+25.6%
0.04%
+18.9%
Q2 2017$3,426,000
+9.8%
23,250
+2.7%
0.04%
+12.1%
Q1 2017$3,121,000
+18.5%
22,642
+9.0%
0.03%
+13.8%
Q4 2016$2,634,00020,7820.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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