Transamerica Financial Advisors, Inc. - 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
Transamerica Financial Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$20
+1900.0%
86
+8500.0%
0.00%
Q2 2023$10.0%10.0%0.00%
Q1 2023$10.0%10.0%0.00%
Q4 2022$1
-99.9%
10.0%0.00%
Q3 2022$1,0000.0%10.0%0.00%
Q2 2022$1,000
-50.0%
1
-90.0%
0.00%
Q2 2020$2,000
-50.0%
10
-52.4%
0.00%
-100.0%
Q2 2019$4,0000.0%21
-8.7%
0.00%0.0%
Q4 2018$4,000
-42.9%
23
-37.8%
0.00%0.0%
Q3 2018$7,000
+16.7%
37
-2.6%
0.00%0.0%
Q2 2018$6,000
-76.9%
38
-76.8%
0.00%
-75.0%
Q1 2018$26,000
+271.4%
164
+290.5%
0.00%
+300.0%
Q4 2017$7,0000.0%420.0%0.00%0.0%
Q3 2017$7,000
-99.3%
42
-99.4%
0.00%
-99.2%
Q2 2017$957,000
+12.7%
6,492
+5.4%
0.13%
+27.5%
Q1 2017$849,000
+8.3%
6,160
-0.4%
0.10%
+9.7%
Q4 2016$784,000
-7.5%
6,182
-3.1%
0.09%
+1.1%
Q3 2016$848,000
-3.3%
6,377
-5.1%
0.09%
+4.5%
Q2 2016$877,000
-22.6%
6,717
-26.9%
0.09%
-8.3%
Q1 2016$1,133,000
-77.2%
9,186
-75.5%
0.10%
-73.8%
Q4 2015$4,978,000
+3.1%
37,458
-4.9%
0.37%
-5.4%
Q3 2015$4,826,000
-29.0%
39,373
-18.9%
0.39%
-20.5%
Q2 2015$6,797,000
+12.1%
48,560
+8.6%
0.49%
+15.4%
Q1 2015$6,061,000
+572.0%
44,721
+522.8%
0.42%
+494.4%
Q4 2014$902,000
+4.4%
7,181
-2.8%
0.07%
-9.0%
Q3 2014$864,000
+106.7%
7,385
+97.2%
0.08%
+116.7%
Q2 2014$418,000
-59.8%
3,744
-61.5%
0.04%
-65.0%
Q1 2014$1,040,000
+50.1%
9,719
+41.9%
0.10%
+37.3%
Q4 2013$693,000
+47.1%
6,849
+35.7%
0.08%
+23.0%
Q3 2013$471,000
-17.2%
5,049
-23.2%
0.06%
-34.4%
Q2 2013$569,0006,5760.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders