CIBC Private Wealth Group, LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.

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Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,685,540
-39.6%
7,169
-36.3%
0.00%
-55.6%
Q4 2022$2,792,051
+9.9%
11,256
-0.9%
0.01%
+28.6%
Q3 2022$2,540,000
-4.9%
11,355
+0.1%
0.01%0.0%
Q2 2022$2,671,000
-15.4%
11,343
-8.6%
0.01%0.0%
Q1 2022$3,158,000
-14.3%
12,413
-10.2%
0.01%
-12.5%
Q4 2021$3,684,000
+8.4%
13,826
+0.5%
0.01%0.0%
Q3 2021$3,398,000
+0.5%
13,751
+0.5%
0.01%0.0%
Q2 2021$3,382,000
+19.2%
13,685
+10.4%
0.01%
+14.3%
Q1 2021$2,837,000
+3.4%
12,400
+1.1%
0.01%0.0%
Q4 2020$2,744,000
+9.7%
12,2630.0%0.01%
-12.5%
Q3 2020$2,501,000
+5.1%
12,263
-0.7%
0.01%
-33.3%
Q2 2020$2,380,000
+25.2%
12,352
+7.9%
0.01%
+50.0%
Q1 2020$1,901,000
-11.9%
11,445
+1.7%
0.01%
+14.3%
Q4 2019$2,159,000
+14.4%
11,2590.0%0.01%0.0%
Q3 2019$1,888,000
+1330.3%
11,259
+1254.9%
0.01%
+600.0%
Q2 2018$132,000
+3.1%
8310.0%0.00%0.0%
Q1 2018$128,000
-10.5%
831
-10.6%
0.00%0.0%
Q4 2017$143,000–930–0.00%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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