Capital Directions Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$59,284
+11.9%
2390.02%
+10.0%
Q3 2022$53,000
-5.4%
0
-100.0%
0.02%
+5.3%
Q2 2022$56,000
-8.2%
2390.0%0.02%0.0%
Q1 2022$61,000
+3.4%
2390.0%0.02%
+5.6%
Q3 2021$59,0000.0%2390.0%0.02%0.0%
Q2 2021$59,000
+11.3%
2390.0%0.02%0.0%
Q4 2020$53,000
+8.2%
2390.0%0.02%
-5.3%
Q3 2020$49,000
+6.5%
2390.0%0.02%
+5.6%
Q2 2020$46,000
+15.0%
2390.0%0.02%
+5.9%
Q1 2020$40,000
-13.0%
2390.0%0.02%
+13.3%
Q4 2019$46,000
+15.0%
2390.0%0.02%
+15.4%
Q3 2019$40,000
+5.3%
2390.0%0.01%0.0%
Q4 2018$38,000
-11.6%
2390.0%0.01%0.0%
Q3 2018$43,0002390.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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