Destination Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,198,438
-7.1%
17,858
-3.3%
0.16%
-3.6%
Q2 2023$4,521,213
+4.2%
18,467
+1.5%
0.17%
+3.0%
Q1 2023$4,339,372
-5.2%
18,197
-1.4%
0.16%
-9.9%
Q4 2022$4,579,287
+7.0%
18,461
-3.5%
0.18%
+1.1%
Q3 2022$4,280,000
-6.8%
19,134
-1.8%
0.18%
-2.7%
Q2 2022$4,590,000
-10.2%
19,492
-2.9%
0.18%
-2.1%
Q1 2022$5,109,000
-11.9%
20,084
-7.7%
0.19%
-7.8%
Q4 2021$5,797,000
+5.4%
21,759
-2.2%
0.20%
-3.8%
Q3 2021$5,498,000
-2.9%
22,245
-2.9%
0.21%
-2.7%
Q2 2021$5,663,000
+6.6%
22,915
-1.3%
0.22%0.0%
Q1 2021$5,310,000
-2.7%
23,214
-4.9%
0.22%
-8.0%
Q4 2020$5,459,000
+8.3%
24,401
-1.3%
0.24%
-6.7%
Q3 2020$5,042,000
+4.1%
24,715
-1.7%
0.26%
-2.7%
Q2 2020$4,842,000
+35.1%
25,132
+16.5%
0.26%
+19.1%
Q1 2020$3,583,000
-17.1%
21,573
-4.2%
0.22%0.0%
Q4 2019$4,320,000
+9.8%
22,530
-4.0%
0.22%
+3.3%
Q3 2019$3,934,000
-7.2%
23,462
-3.8%
0.21%
-9.0%
Q2 2019$4,241,000
+3.4%
24,383
+2.6%
0.23%
+1.3%
Q1 2019$4,100,000
+5.5%
23,770
-1.8%
0.23%
-1.3%
Q4 2018$3,886,000
-25.9%
24,196
-16.8%
0.23%
-19.9%
Q3 2018$5,247,000
+10.7%
29,083
-2.4%
0.29%
+2.5%
Q2 2018$4,741,000
+6.6%
29,790
+2.8%
0.28%
+5.2%
Q1 2018$4,449,000
+0.2%
28,976
+0.6%
0.27%
+0.4%
Q4 2017$4,439,000
+1.0%
28,798
-0.2%
0.27%
-3.9%
Q3 2017$4,394,000
-2.9%
28,858
-6.0%
0.28%
-7.0%
Q2 2017$4,525,000
+9.1%
30,703
+2.1%
0.30%
+6.0%
Q1 2017$4,146,000
+9.3%
30,082
+0.5%
0.28%
+2.2%
Q4 2016$3,793,000
-4.4%
29,918
+0.2%
0.28%
-9.1%
Q3 2016$3,968,000
+2.3%
29,859
+0.4%
0.31%
-4.1%
Q2 2016$3,880,000
+49.9%
29,732
+52.6%
0.32%
+29.0%
Q1 2016$2,589,0000.0%19,4810.0%0.25%0.0%
Q4 2015$2,589,000
+3.2%
19,481
-4.9%
0.25%
-11.1%
Q3 2015$2,509,000
-63.0%
20,476
-57.7%
0.28%
-37.9%
Q2 2015$6,780,000
+138.9%
48,440
+131.1%
0.45%
+45.8%
Q1 2015$2,838,000
+5.6%
20,963
-2.1%
0.31%
+13.2%
Q4 2014$2,688,000
+8.3%
21,402
+0.7%
0.27%
+5.0%
Q3 2014$2,481,000
-10.7%
21,249
-14.6%
0.26%
-9.8%
Q2 2014$2,779,000
+8.5%
24,890
+3.9%
0.29%
+4.7%
Q1 2014$2,562,000
+5.1%
23,959
-0.6%
0.27%
+7.0%
Q4 2013$2,438,000
+13.7%
24,111
+4.7%
0.26%
+3.2%
Q3 2013$2,145,000
+6.0%
23,033
-1.7%
0.25%
+0.4%
Q2 2013$2,023,000
-47.2%
23,420
-49.4%
0.25%
+7.4%
Q1 2013$3,834,00046,2400.23%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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