Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,448,112
+17.6%
35,934
+22.5%
0.27%
+38.3%
Q2 2023$7,181,665
-13.9%
29,334
-16.1%
0.20%
-10.5%
Q1 2023$8,339,765
+1371.2%
34,973
+1430.5%
0.22%
+184.4%
Q4 2022$566,886
+2.7%
2,285
-7.3%
0.08%
-3.8%
Q3 2022$552,000
-0.9%
2,465
+4.2%
0.08%
+11.1%
Q2 2022$557,000
-3.3%
2,365
+4.4%
0.07%
+1.4%
Q1 2022$576,000
-45.1%
2,265
-42.5%
0.07%
-39.3%
Q4 2021$1,050,000
+116.0%
3,938
+100.2%
0.12%
+56.0%
Q3 2021$486,000
-54.0%
1,967
-58.3%
0.08%
+368.8%
Q4 2020$1,056,000
+84.3%
4,722
+68.0%
0.02%
+45.5%
Q3 2020$573,000
-83.1%
2,810
-84.0%
0.01%
-83.6%
Q2 2020$3,390,000
+1373.9%
17,597
+1173.3%
0.07%
+857.1%
Q1 2020$230,000
-41.6%
1,382
-32.7%
0.01%
-41.7%
Q4 2019$394,000
-71.9%
2,054
-74.7%
0.01%
-85.7%
Q1 2019$1,402,000
+30.4%
8,130
+21.5%
0.08%
-39.6%
Q4 2018$1,075,000
+432.2%
6,693
+410.1%
0.14%
+595.0%
Q4 2017$202,000
-56.7%
1,312
-61.8%
0.02%
-96.4%
Q1 2015$466,000
+121.9%
3,438
+105.7%
0.55%
+121.7%
Q4 2014$210,0001,6710.25%
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