IMA Wealth, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 257 filers reported holding VANGUARD WORLD FDS in Q2 2016. The put-call ratio across all filers is 0.57 and the average weighting 0.4%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2016$2,602,000
-22.7%
20,529
-19.0%
1.60%
-16.7%
Q3 2016$3,366,000
+2.4%
25,332
+0.6%
1.92%
-6.7%
Q2 2016$3,287,000
+2.7%
25,192
-5.4%
2.06%
+11.1%
Q1 2016$3,200,000
-7.2%
26,6220.0%1.86%
-11.4%
Q4 2015$3,449,000
+12.6%
26,622
+3.5%
2.09%
+7.9%
Q3 2015$3,063,000
-18.9%
25,720
-4.7%
1.94%
+8.1%
Q2 2015$3,775,000
-2.1%
26,975
-5.2%
1.80%
-4.2%
Q1 2015$3,856,000
+3.2%
28,455
-4.4%
1.87%
-3.0%
Q4 2014$3,737,000
-4.7%
29,755
-11.2%
1.93%
+4.3%
Q3 2014$3,922,000
+4.1%
33,525
-0.7%
1.85%
+7.3%
Q2 2014$3,769,000
+3.7%
33,760
-0.7%
1.72%
+1.5%
Q1 2014$3,636,000
-0.7%
34,010
-6.1%
1.70%
-2.4%
Q4 2013$3,663,000
+10.3%
36,230
+1.6%
1.74%
+6.9%
Q3 2013$3,321,000
+10.1%
35,655
+2.1%
1.63%
-0.5%
Q2 2013$3,017,00034,9251.64%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2016
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