J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$28,452,717
-1.3%
121,024
+2.8%
0.08%
-46.0%
Q2 2023$28,824,314
-16.2%
117,737
-18.4%
0.15%
+105.5%
Q1 2023$34,408,824
-8.9%
144,296
-5.2%
0.07%
-13.1%
Q4 2022$37,772,310
+34.6%
152,277
+21.4%
0.08%
+15.1%
Q3 2022$28,058,000
+0.3%
125,427
+5.5%
0.07%
+1.4%
Q2 2022$27,986,000
-1.2%
118,837
+6.7%
0.07%
+18.0%
Q1 2022$28,329,000
+7.0%
111,364
+12.0%
0.06%
+7.0%
Q4 2021$26,487,000
+10.2%
99,418
+2.2%
0.06%
-3.4%
Q3 2021$24,033,000
+4.4%
97,238
+4.4%
0.06%
-1.7%
Q2 2021$23,013,000
+20.8%
93,122
+11.8%
0.06%
-3.2%
Q1 2021$19,048,000
-1.3%
83,268
-3.5%
0.06%
-1.6%
Q4 2020$19,298,000
+14.8%
86,256
+4.6%
0.06%
-4.5%
Q3 2020$16,816,000
+18.0%
82,429
+11.5%
0.07%
+1.5%
Q2 2020$14,248,000
+21.4%
73,959
+4.6%
0.06%
-3.0%
Q1 2020$11,740,000
-6.1%
70,684
+8.4%
0.07%
+17.5%
Q4 2019$12,505,000
+19.3%
65,218
+4.3%
0.06%
+3.6%
Q3 2019$10,485,000
+389.5%
62,531
+407.7%
0.06%
+358.3%
Q2 2019$2,142,000
+7.7%
12,316
+6.8%
0.01%
+20.0%
Q1 2019$1,988,000
+11.9%
11,527
+4.2%
0.01%
-9.1%
Q4 2018$1,777,000
+37.9%
11,065
+54.9%
0.01%
+83.3%
Q3 2018$1,289,000
+30.1%
7,145
+14.7%
0.01%0.0%
Q2 2018$991,000
+31.3%
6,227
+26.6%
0.01%
+20.0%
Q1 2018$755,000
+4.9%
4,920
+5.4%
0.01%0.0%
Q4 2017$720,000
-38.0%
4,669
-38.8%
0.01%
-37.5%
Q3 2017$1,161,000
-7.1%
7,629
-10.1%
0.01%
-11.1%
Q2 2017$1,250,000
-39.8%
8,483
-43.7%
0.01%
-43.8%
Q1 2017$2,077,000
+24.4%
15,070
+14.4%
0.02%
+6.7%
Q4 2016$1,670,000
+23.4%
13,177
+29.5%
0.02%
+15.4%
Q3 2016$1,353,000
-2.8%
10,179
-4.6%
0.01%
-7.1%
Q2 2016$1,392,000
+49.8%
10,667
+41.5%
0.01%
+55.6%
Q1 2016$929,000
-15.1%
7,537
-8.4%
0.01%
-18.2%
Q4 2015$1,094,000
+5.4%
8,231
-2.8%
0.01%
-15.4%
Q3 2015$1,038,000
+7.0%
8,471
+22.2%
0.01%
+18.2%
Q2 2015$970,000
+14.0%
6,933
+10.5%
0.01%
+10.0%
Q1 2015$851,000
+179.0%
6,276
+158.7%
0.01%
+150.0%
Q4 2014$305,0002,4260.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
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