PATHSTONE FAMILY OFFICE, 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
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,505,785
-3.6%
10,658
+0.3%
0.02%
-51.3%
Q2 2023$2,600,583
+4.6%
10,622
+1.9%
0.04%
-2.5%
Q1 2023$2,485,093
-95.4%
10,421
+51.2%
0.04%
-91.2%
Q4 2022$53,499,924
+12476.8%
6,892
+263.1%
0.46%
+11300.0%
Q3 2022$425,387
+44.2%
1,898
+63.6%
0.00%
-42.9%
Q1 2022$295,000
+1635.3%
1,160
+1426.3%
0.01%
+600.0%
Q4 2020$17,000
-93.5%
76
-94.1%
0.00%
-96.4%
Q3 2020$261,000
+1907.7%
1,278
+1581.6%
0.03%
+1300.0%
Q1 2020$13,000760.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders