Institute for Wealth Management, 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 Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,436,569
+5.3%
6,110
+9.7%
0.26%
+12.6%
Q2 2023$1,364,033
+78.6%
5,572
+74.0%
0.23%
+57.5%
Q1 2023$763,686
-5.7%
3,203
-1.9%
0.15%
-14.1%
Q4 2022$809,529
+6.9%
3,264
-3.6%
0.17%0.0%
Q3 2022$757,000
-52.6%
3,386
-50.1%
0.17%
-45.9%
Q2 2022$1,598,000
-2.5%
6,788
+5.4%
0.31%
+18.5%
Q1 2022$1,639,000
-1.3%
6,443
+3.4%
0.26%
-1.9%
Q4 2021$1,660,000
+3.6%
6,231
-3.8%
0.27%
-3.9%
Q3 2021$1,602,000
+2.5%
6,480
+2.4%
0.28%
+2.6%
Q2 2021$1,563,000
+8.0%
6,326
-0.0%
0.27%
-0.4%
Q1 2021$1,447,000
+19.4%
6,328
+16.8%
0.28%
+14.1%
Q4 2020$1,212,000
+4.4%
5,419
-4.8%
0.24%
-9.1%
Q3 2020$1,161,000
-21.2%
5,692
-25.6%
0.26%
-26.6%
Q2 2020$1,473,000
+8.8%
7,646
-6.2%
0.36%
-13.6%
Q1 2020$1,354,000
-15.2%
8,155
-2.1%
0.42%
+16.1%
Q4 2019$1,596,000
+111.4%
8,326
+84.9%
0.36%
+89.5%
Q3 2019$755,000
-39.6%
4,502
-37.4%
0.19%
-31.4%
Q2 2019$1,250,000
-28.5%
7,187
-28.9%
0.28%
-27.1%
Q1 2019$1,749,000
-22.9%
10,114
-28.4%
0.38%
-59.2%
Q4 2018$2,269,000
+113.7%
14,127
+106.0%
0.93%
+197.4%
Q1 2018$1,062,000
-63.5%
6,859
-62.7%
0.31%
-53.4%
Q4 2017$2,907,000
+230.3%
18,380
+218.2%
0.67%
+134.6%
Q3 2017$880,000
-47.8%
5,776
-49.7%
0.29%
-38.4%
Q2 2017$1,686,000
+37.4%
11,490
+24.5%
0.46%
-74.7%
Q4 2015$1,227,000
+5.5%
9,232
-2.7%
1.83%
-17.0%
Q3 2015$1,163,000
+392.8%
9,492
+444.9%
2.21%
+752.9%
Q1 2015$236,000
+49.4%
1,742
+30.2%
0.26%
+72.7%
Q3 2014$158,000
+2.6%
1,338
-2.8%
0.15%
+12.8%
Q2 2014$154,000
-16.8%
1,377
-20.4%
0.13%
-15.8%
Q1 2014$185,000
-10.2%
1,729
-15.2%
0.16%
+6.8%
Q4 2013$206,0002,0390.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders