MCDONALD PARTNERS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
MCDONALD PARTNERS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$521,000
-6.5%
2,211
+0.9%
0.13%
+9.0%
Q1 2022$557,000
-100.0%
2,191
-80.0%
0.12%
-95.5%
Q4 2021$2,915,434,000
+1033741.8%
10,943
+858.2%
2.70%
+3992.4%
Q3 2021$282,0000.0%1,1420.0%0.07%
-1.5%
Q2 2021$282,000
+9.7%
1,142
+1.8%
0.07%
+1.5%
Q1 2021$257,000
+7.1%
1,122
+4.7%
0.07%
-2.9%
Q4 2020$240,0001,0720.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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