Bragg Financial Advisors, Inc - 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
Bragg Financial Advisors, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,369,458
-1.9%
5,825
+2.2%
0.07%
-6.5%
Q2 2023$1,395,964
+2.2%
5,702
-0.4%
0.08%
-4.9%
Q1 2023$1,365,661
-2.6%
5,727
+1.3%
0.08%
-4.7%
Q4 2022$1,402,723
+13.0%
5,655
+1.9%
0.08%
-1.2%
Q3 2022$1,241,000
-6.8%
5,548
-1.9%
0.09%
-3.4%
Q2 2022$1,332,000
-7.2%
5,655
+0.2%
0.09%
+6.0%
Q1 2022$1,435,000
+4.3%
5,641
+1.3%
0.08%
-4.5%
Q4 2021$1,376,0000.0%5,5680.0%0.09%0.0%
Q3 2021$1,376,000
+0.3%
5,568
+0.3%
0.09%0.0%
Q2 2021$1,372,000
+6.1%
5,551
-1.8%
0.09%
+1.1%
Q1 2021$1,293,000
+2.5%
5,653
+0.3%
0.09%
-20.9%
Q4 2020$1,261,000
+10.8%
5,638
+1.1%
0.11%
-6.0%
Q3 2020$1,138,000
+3.3%
5,577
-2.5%
0.12%
-4.9%
Q2 2020$1,102,000
+19.9%
5,722
+3.4%
0.12%0.0%
Q1 2020$919,000
-20.0%
5,532
-7.7%
0.12%
-4.7%
Q4 2019$1,149,000
+20.9%
5,992
+5.7%
0.13%
+12.2%
Q3 2019$950,000
-3.9%
5,667
-0.4%
0.12%
-5.7%
Q2 2019$989,000
+0.8%
5,6870.0%0.12%
-3.9%
Q1 2019$981,000
+9.7%
5,687
+2.2%
0.13%
-5.2%
Q4 2018$894,000
-7.9%
5,567
+3.5%
0.13%
+3.1%
Q3 2018$971,000
+9.5%
5,381
-3.4%
0.13%
+2.4%
Q2 2018$887,000
+5.8%
5,571
+2.1%
0.13%
+3.3%
Q1 2018$838,000
+1.2%
5,457
+1.6%
0.12%
+3.4%
Q4 2017$828,000
+1.2%
5,3710.0%0.12%
-4.8%
Q3 2017$818,000
+3.3%
5,3710.0%0.12%0.0%
Q2 2017$792,000
+7.2%
5,371
+0.2%
0.12%
+5.0%
Q1 2017$739,000
+17.9%
5,361
+8.5%
0.12%
+15.5%
Q4 2016$627,000
+9.6%
4,943
+14.8%
0.10%
+1.0%
Q3 2016$572,000
+1.8%
4,3040.0%0.10%
+1.0%
Q2 2016$562,000
-17.4%
4,304
-21.9%
0.10%
-22.9%
Q1 2016$680,000
-7.2%
5,5140.0%0.13%
-16.6%
Q4 2015$733,000
+1.5%
5,514
-6.4%
0.16%
-9.2%
Q3 2015$722,000
-1.5%
5,889
+12.4%
0.17%
+3.0%
Q2 2015$733,000
+1.5%
5,238
-1.7%
0.17%
+1.2%
Q1 2015$722,000
+11.8%
5,328
+3.7%
0.17%
+5.7%
Q4 2014$646,000
+5.7%
5,140
-1.5%
0.16%
+1.9%
Q3 2014$611,000
-0.2%
5,220
-4.8%
0.15%
+4.8%
Q2 2014$612,000
+4.4%
5,4850.0%0.15%
+2.8%
Q1 2014$586,000
+3.7%
5,485
-1.8%
0.14%
+4.4%
Q4 2013$565,000
+8.0%
5,585
-0.6%
0.14%
+0.7%
Q3 2013$523,000
+5.2%
5,620
-2.3%
0.14%0.0%
Q2 2013$497,0005,7550.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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