ATLAS CAPITAL ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,755,124
-1.9%
37,240
+2.2%
1.44%
+6.6%
Q2 2023$8,922,709
-8.5%
36,446
-10.9%
1.35%
-11.9%
Q1 2023$9,750,152
-42.2%
40,888
-39.8%
1.53%
-45.9%
Q4 2022$16,855,741
-99.8%
67,953
+50.3%
2.83%
+53.9%
Q3 2022$10,115,937,000
+67.6%
45,221
+76.4%
1.84%
+80.0%
Q2 2022$6,035,629,000
-49.3%
25,629
-45.3%
1.02%
-44.7%
Q1 2022$11,916,177,000
-5.1%
46,844
-0.6%
1.85%
-1.0%
Q4 2021$12,549,980,000
-8.1%
47,106
-14.8%
1.87%
-14.7%
Q3 2021$13,658,061,000
+72.8%
55,260
+72.8%
2.19%
+65.4%
Q2 2021$7,903,464,000
+39.4%
31,981
+29.1%
1.32%
+20.1%
Q1 2021$5,667,738,000
-17.4%
24,777
-19.2%
1.10%
-23.6%
Q4 2020$6,863,588,000
-1.8%
30,678
-10.5%
1.44%
-12.8%
Q3 2020$6,988,632,000
+4.7%
34,258
-1.2%
1.66%
+5.7%
Q2 2020$6,677,634,000
+26.5%
34,662
+9.1%
1.57%
-0.3%
Q1 2020$5,277,178,000
+91.7%
31,773
+121.3%
1.57%
+128.9%
Q4 2019$2,752,427,000
+79.1%
14,355
+56.6%
0.69%
+48.5%
Q3 2019$1,536,787,000
-24.8%
9,165
-22.0%
0.46%
-31.2%
Q2 2019$2,044,316,000
-23.7%
11,753
-24.3%
0.67%
-30.4%
Q1 2019$2,678,269,000
-12.1%
15,528
-18.2%
0.97%
-20.9%
Q4 2018$3,048,669,000
+58.2%
18,983
+77.5%
1.22%
+89.9%
Q3 2018$1,926,490,000
+56.2%
10,695
+44.7%
0.64%
+46.8%
Q2 2018$1,233,152,000
-4.1%
7,393
-11.7%
0.44%
+11.2%
Q1 2018$1,285,507,0008,3730.39%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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