Richard C. Young & CO., LTD. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Richard C. Young & CO., LTD. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$399,343
-3.6%
1,699
+0.4%
0.06%0.0%
Q2 2023$414,357
+2.7%
1,6920.0%0.06%
+1.8%
Q1 2023$403,591
-3.6%
1,692
+0.3%
0.06%0.0%
Q4 2022$418,470
+11.6%
1,687
+0.7%
0.06%
-1.8%
Q3 2022$375,000
-13.8%
1,675
-9.3%
0.06%
+1.8%
Q2 2022$435,000
-7.1%
1,846
+0.3%
0.06%
-6.7%
Q1 2022$468,000
-50.2%
1,840
-47.8%
0.06%
-49.2%
Q4 2021$939,000
+8.6%
3,523
+0.7%
0.12%
-0.8%
Q3 2021$865,000
-30.5%
3,499
-30.6%
0.12%
-24.7%
Q2 2021$1,245,000
+15.5%
5,039
+6.9%
0.16%
+10.5%
Q1 2021$1,078,000
+2.5%
4,714
+0.3%
0.14%
-10.6%
Q4 2020$1,052,000
-3.4%
4,701
-11.9%
0.16%
-9.1%
Q3 2020$1,089,000
+6.2%
5,336
+0.3%
0.18%
+2.9%
Q2 2020$1,025,000
+16.5%
5,320
+0.4%
0.17%0.0%
Q1 2020$880,000
+26.1%
5,299
+45.6%
0.17%
+47.4%
Q4 2019$698,000
+15.2%
3,639
+0.7%
0.12%
+6.4%
Q3 2019$606,000
-3.5%
3,6120.0%0.11%
-8.4%
Q2 2019$628,000
+1.6%
3,612
+0.7%
0.12%
+0.8%
Q1 2019$618,000
-97.6%
3,587
-97.8%
0.12%
-97.9%
Q4 2018$26,015,000
-14.5%
161,983
-4.0%
5.55%
-4.1%
Q3 2018$30,435,000
+10.3%
168,697
-2.7%
5.79%
+4.1%
Q2 2018$27,597,000
+3.6%
173,414
-0.0%
5.56%
+5.0%
Q1 2018$26,633,000
-1.6%
173,471
-1.2%
5.30%
+3.9%
Q4 2017$27,073,000
+0.7%
175,641
-0.5%
5.10%
+0.2%
Q3 2017$26,888,000
+3.5%
176,572
+0.2%
5.09%
+0.1%
Q2 2017$25,970,000
+6.7%
176,223
-0.2%
5.09%
+5.8%
Q1 2017$24,331,000
+8.7%
176,542
-0.1%
4.81%
+2.0%
Q4 2016$22,393,000
-5.8%
176,640
-1.2%
4.71%
-8.2%
Q3 2016$23,766,000
+0.6%
178,840
-1.3%
5.14%
-1.9%
Q2 2016$23,635,000
+3.2%
181,126
-2.5%
5.24%
+1.6%
Q1 2016$22,908,000
-10.4%
185,789
-3.4%
5.16%
-11.4%
Q4 2015$25,562,000
+8.8%
192,368
+0.3%
5.82%
+0.1%
Q3 2015$23,501,000
-14.5%
191,754
-2.4%
5.82%
-6.2%
Q2 2015$27,486,000
-0.1%
196,383
-3.3%
6.20%
+3.1%
Q1 2015$27,523,000
+6.8%
203,092
-1.1%
6.01%
+10.3%
Q4 2014$25,780,000
-34.8%
205,271
-39.2%
5.45%
-35.6%
Q3 2014$39,511,000
+4.4%
337,731
-0.4%
8.46%
+10.3%
Q2 2014$37,837,000
+6.6%
338,947
+2.1%
7.66%
+1.7%
Q1 2014$35,480,000
+74.1%
331,834
+64.7%
7.54%
+70.6%
Q4 2013$20,375,000
+9.3%
201,537
+0.7%
4.42%
+4.6%
Q3 2013$18,642,000200,1474.23%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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