Crestwood Advisors Group, LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$287,292
-7.7%
1,222
-3.9%
0.01%
-20.0%
Q2 2023$311,411
-4.5%
1,272
-6.9%
0.01%
-9.1%
Q1 2023$325,975
+3.3%
1,367
+7.5%
0.01%0.0%
Q4 2022$315,520
+10.7%
1,2720.0%0.01%
+10.0%
Q3 2022$285,000
-5.0%
1,2720.0%0.01%0.0%
Q2 2022$300,000
-7.4%
1,2720.0%0.01%
+11.1%
Q1 2022$324,000
-4.4%
1,2720.0%0.01%0.0%
Q4 2021$339,000
+8.0%
1,2720.0%0.01%0.0%
Q3 2021$314,0000.0%1,2720.0%0.01%0.0%
Q2 2021$314,000
+7.9%
1,2720.0%0.01%0.0%
Q1 2021$291,000
+2.1%
1,2720.0%0.01%0.0%
Q4 2020$285,000
+10.0%
1,2720.0%0.01%
-10.0%
Q3 2020$259,000
+5.7%
1,2720.0%0.01%0.0%
Q2 2020$245,000
+16.1%
1,2720.0%0.01%0.0%
Q1 2020$211,000
-18.2%
1,272
-5.6%
0.01%0.0%
Q4 2019$258,000
+18.9%
1,347
+4.3%
0.01%0.0%
Q3 2019$217,000
-4.0%
1,292
-0.8%
0.01%0.0%
Q2 2019$226,000
+289.7%
1,302
+216.0%
0.01%
+100.0%
Q1 2017$58,000–412–0.01%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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