Stockman Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Stockman Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$256,730
-4.0%
1,0920.0%0.06%0.0%
Q2 2023$267,344
-9.7%
1,092
-12.1%
0.06%
-13.6%
Q1 2023$296,168
+14.6%
1,242
+19.2%
0.07%
+11.9%
Q4 2022$258,468
+10.9%
1,0420.0%0.06%
-6.3%
Q3 2022$233,000
-4.9%
1,0420.0%0.06%
+1.6%
Q2 2022$245,000
-7.5%
1,0420.0%0.06%
+12.7%
Q1 2022$265,000
-4.7%
1,0420.0%0.06%
-3.5%
Q4 2021$278,000
+7.8%
1,0420.0%0.06%0.0%
Q3 2021$258,0000.0%1,0420.0%0.06%
-8.1%
Q2 2021$258,000
+8.4%
1,0420.0%0.06%
-6.1%
Q1 2021$238,000
+2.1%
1,0420.0%0.07%
-7.0%
Q4 2020$233,000
+9.4%
1,0420.0%0.07%
-9.0%
Q3 2020$213,000
+6.0%
1,0420.0%0.08%
+4.0%
Q2 2020$201,0001,0420.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders