Smith Salley Wealth Management - 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
Smith Salley Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$206,873
+2.7%
8450.0%0.02%
-6.2%
Q1 2023$201,499
-3.9%
8450.0%0.02%
-11.1%
Q4 2022$209,602
-2.5%
8450.0%0.02%
+12.5%
Q1 2022$215,000
-4.4%
8450.0%0.02%0.0%
Q4 2021$225,000
+7.7%
8450.0%0.02%0.0%
Q3 2021$209,0000.0%8450.0%0.02%
-5.9%
Q2 2021$209,0008450.02%
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