WMS Partners, LLC - VANGUARD WORLD FDS ownership

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%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$639,427
-6.1%
2,720
-2.2%
0.05%
-5.6%
Q2 2023$681,180
+2.7%
2,7820.0%0.05%
-6.9%
Q1 2023$663,484
-19.3%
2,782
-16.1%
0.06%
-28.4%
Q4 2022$822,340
+6.7%
3,315
-3.8%
0.08%
-22.9%
Q3 2022$771,000
-5.0%
3,4460.0%0.10%
-16.7%
Q2 2022$812,000
-7.3%
3,446
+0.1%
0.13%
+5.0%
Q1 2022$876,000
-10.0%
3,444
-12.5%
0.12%
-16.1%
Q3 2021$973,0000.0%3,9380.0%0.14%
-0.7%
Q2 2021$973,000
+8.1%
3,938
+0.1%
0.14%
-29.8%
Q1 2021$900,000
-2.0%
3,933
-4.1%
0.20%
+29.7%
Q4 2020$918,000
-9.4%
4,103
-17.4%
0.16%
-19.8%
Q3 2020$1,013,000
+5.6%
4,966
-0.3%
0.20%
-1.0%
Q2 2020$959,000
+17.2%
4,979
+1.1%
0.20%
-12.3%
Q1 2020$818,000
-18.7%
4,925
-6.1%
0.23%
+0.9%
Q4 2019$1,006,000
+15.2%
5,245
+0.7%
0.22%
+7.1%
Q3 2019$873,000
-13.3%
5,208
-10.0%
0.21%
-15.3%
Q2 2019$1,007,000
+78.9%
5,788
+77.3%
0.25%
+77.1%
Q1 2019$563,000
+14.2%
3,264
+6.3%
0.14%
+1.4%
Q4 2018$493,000
+30.1%
3,071
+46.3%
0.14%
+220.9%
Q3 2018$379,000
+24.3%
2,099
+9.6%
0.04%
+22.9%
Q2 2018$305,000
+10.1%
1,915
+6.3%
0.04%
+6.1%
Q1 2018$277,000
+1.8%
1,801
+2.2%
0.03%
+6.5%
Q4 2017$272,000
+1.5%
1,7630.0%0.03%
-3.1%
Q3 2017$268,000
+5.5%
1,763
+2.3%
0.03%
+3.2%
Q2 2017$254,000
+7.2%
1,7230.0%0.03%
+3.3%
Q1 2017$237,000
+8.7%
1,7230.0%0.03%
+3.4%
Q4 2016$218,000
+1.4%
1,723
+6.7%
0.03%0.0%
Q3 2016$215,000
-0.5%
1,615
-2.4%
0.03%
-3.3%
Q2 2016$216,0001,6550.03%
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