Montecito Bank & Trust - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$208,544
-1.7%
7840.0%0.04%0.0%
Q1 2024$212,088
-18.2%
784
-24.2%
0.04%
-25.0%
Q4 2023$259,224
+6.6%
1,0340.0%0.06%
-1.8%
Q3 2023$243,093
-4.0%
1,0340.0%0.06%
-1.7%
Q2 2023$253,144
-14.3%
1,034
-16.5%
0.06%
-17.1%
Q1 2023$295,452
+100053.2%
1,239
+4.1%
0.07%
-2.8%
Q4 2022$295
-99.9%
1,190
+8.2%
0.07%
+12.5%
Q3 2022$246,000
-5.0%
1,1000.0%0.06%
+4.9%
Q2 2022$259,000
+19.9%
1,100
+29.7%
0.06%
+52.5%
Q1 2022$216,000
+5.4%
848
+10.4%
0.04%
+11.1%
Q4 2021$205,000
-70.4%
768
-82.9%
0.04%
-80.5%
Q4 2017$693,000
-1.6%
4,496
-2.7%
0.18%
-24.2%
Q3 2017$704,000
+8.0%
4,620
+4.4%
0.24%
+3.8%
Q2 2017$652,000
+80.6%
4,425
+68.8%
0.24%
+78.0%
Q1 2017$361,000
+225.2%
2,622
+198.3%
0.13%
+238.5%
Q4 2016$111,000
-48.1%
879
-48.3%
0.04%
-65.5%
Q4 2014$214,0000.0%1,701
-11.1%
0.11%
-12.4%
Q2 2014$214,000
-7.8%
1,914
-12.0%
0.13%
-11.6%
Q1 2014$232,000
+5.5%
2,1740.0%0.15%
+6.6%
Q4 2013$220,000
-10.2%
2,174
-17.4%
0.14%
-16.0%
Q3 2013$245,000
-0.4%
2,633
-7.5%
0.16%
-1.8%
Q2 2013$246,0002,8480.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders