SOL Capital Management CO - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
SOL Capital Management CO ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,447
-2.4%
6,154
+1.6%
0.22%
-0.4%
Q2 2023$1,483
-99.9%
6,059
+7.4%
0.22%
+2.3%
Q1 2023$1,344,676
-1.8%
5,639
+2.1%
0.22%
-9.1%
Q4 2022$1,369,484
+23.4%
5,521
+11.3%
0.24%
+4.8%
Q3 2022$1,110,000
+3.5%
4,961
+9.0%
0.23%
+6.5%
Q2 2022$1,072,000
-6.4%
4,551
+1.1%
0.22%
+4.8%
Q1 2022$1,145,000
+2.6%
4,501
+7.5%
0.21%
+2.5%
Q4 2021$1,116,000
+13.1%
4,188
+4.9%
0.20%
+3.1%
Q3 2021$987,000
+2.3%
3,993
+2.3%
0.20%
+2.6%
Q2 2021$965,000
+17.4%
3,905
+8.7%
0.19%
+10.4%
Q1 2021$822,000
+3.4%
3,594
+1.2%
0.17%
-6.5%
Q4 2020$795,000
+8.2%
3,552
-1.4%
0.18%
-8.4%
Q3 2020$735,000
+6.2%
3,602
+0.3%
0.20%
+3.1%
Q2 2020$692,000
+2.1%
3,592
-12.0%
0.20%
-12.5%
Q1 2020$678,000
-13.3%
4,0800.0%0.22%
+13.7%
Q4 2019$782,000
+13.8%
4,080
-0.5%
0.20%
+4.8%
Q3 2019$687,000
-26.2%
4,100
-23.4%
0.19%
-25.7%
Q2 2019$931,000
-1.5%
5,355
-2.3%
0.25%
-3.8%
Q1 2019$945,000
+26.3%
5,480
+17.7%
0.26%
+10.0%
Q4 2018$748,000
-0.3%
4,655
+12.0%
0.24%
+18.3%
Q3 2018$750,000
+13.5%
4,1550.0%0.20%
+7.4%
Q2 2018$661,000
+3.6%
4,1550.0%0.19%
+2.7%
Q1 2018$638,000
-0.3%
4,1550.0%0.18%0.0%
Q4 2017$640,000
+1.1%
4,1550.0%0.18%
+2.2%
Q3 2017$633,000
+3.4%
4,1550.0%0.18%
+6.5%
Q2 2017$612,000
+12.3%
4,155
+5.1%
0.17%
+8.4%
Q1 2017$545,000
+13.1%
3,955
+3.9%
0.16%
+6.9%
Q4 2016$482,000
+95.9%
3,805
+105.7%
0.14%
+76.8%
Q3 2016$246,0001,8500.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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