Strategic Point Investment Advisors, 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
Strategic Point Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,306,317
-2.9%
56,599
+1.1%
2.84%
+1.1%
Q2 2023$13,700,749
+1.2%
55,963
-1.5%
2.81%
-6.7%
Q1 2023$13,541,815
+95527.5%
56,789
-0.5%
3.01%
-11.6%
Q4 2022$14,161
-99.9%
57,089
-1.1%
3.41%
-5.7%
Q3 2022$12,915,000
-5.4%
57,736
-0.4%
3.61%
-4.7%
Q2 2022$13,652,000
-6.8%
57,971
+0.7%
3.79%
+13.4%
Q1 2022$14,649,000
-5.4%
57,587
-0.9%
3.35%
-4.2%
Q4 2021$15,479,000
+9.4%
58,101
+1.5%
3.49%
+0.7%
Q3 2021$14,149,000
-0.2%
57,246
-0.3%
3.47%
+0.5%
Q2 2021$14,184,000
+8.7%
57,394
+0.6%
3.45%
-0.2%
Q1 2021$13,051,000
-1.2%
57,055
-0.5%
3.46%
-5.7%
Q4 2020$13,213,000
-45.5%
57,369
-51.7%
3.66%
-6.3%
Q3 2020$24,251,000
+98.7%
118,708
+99.0%
3.91%
-2.0%
Q2 2020$12,202,000
+23.1%
59,646
-0.1%
3.99%
-6.1%
Q1 2020$9,915,000
-16.4%
59,699
-3.5%
4.25%
-1.9%
Q4 2019$11,865,000
+12.2%
61,881
-1.8%
4.33%
+4.8%
Q3 2019$10,571,000
-4.5%
63,046
-0.9%
4.14%
-11.9%
Q2 2019$11,068,000
-3.3%
63,634
-4.2%
4.70%
-8.7%
Q1 2019$11,451,000
-0.9%
66,390
-7.7%
5.14%
-6.0%
Q4 2018$11,552,000
-11.9%
71,930
-1.1%
5.47%
+1619.5%
Q3 2018$13,119,000
+14.4%
72,720
+0.9%
0.32%
-92.9%
Q2 2018$11,470,000
+4.2%
72,076
+0.5%
4.50%
-0.5%
Q1 2018$11,012,000
-1.7%
71,725
-1.3%
4.52%
+3.0%
Q4 2017$11,203,000
-5.3%
72,685
-6.4%
4.39%
-0.4%
Q3 2017$11,825,000
+3.9%
77,658
+0.5%
4.40%
-0.7%
Q2 2017$11,382,000
-21.4%
77,236
-26.5%
4.44%
+3969.7%
Q1 2017$14,481,000
-28.1%
105,073
-33.9%
0.11%
-98.7%
Q4 2016$20,136,000
-4.6%
158,845
-0.6%
8.25%
-10.3%
Q3 2016$21,098,0000.0%159,857
-1.1%
9.20%
-2.3%
Q2 2016$21,098,000
+5.8%
161,686
-0.1%
9.42%
+5.1%
Q1 2016$19,949,000
-5.2%
161,796
+2.1%
8.96%
-0.7%
Q4 2015$21,054,000
+7.4%
158,451
-0.9%
9.02%
-0.7%
Q3 2015$19,596,000
-12.7%
159,891
-0.3%
9.09%
+104.7%
Q2 2015$22,436,000
+0.7%
160,305
-2.5%
4.44%
-47.2%
Q1 2015$22,278,000
+8.1%
164,395
+0.1%
8.41%
-4.7%
Q4 2014$20,615,000
+10.5%
164,150
+2.9%
8.82%
+6.4%
Q3 2014$18,664,000
+162.1%
159,540
+150.1%
8.28%
+158.9%
Q2 2014$7,120,000
+4.4%
63,790
-0.0%
3.20%
-5.1%
Q1 2014$6,823,00063,8203.37%
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