CWM, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$786
-2.0%
3,343
+2.0%
0.01%0.0%
Q2 2023$802
-28.3%
3,276
-30.1%
0.01%
-37.5%
Q1 2023$1,118
-29.4%
4,689
-26.6%
0.01%
-33.3%
Q4 2022$1,584
-99.9%
6,386
-26.2%
0.01%
-20.0%
Q3 2022$1,936,000
-16.4%
8,653
-12.0%
0.02%
-16.7%
Q2 2022$2,315,000
-6.8%
9,829
+0.7%
0.02%0.0%
Q1 2022$2,484,000
-32.1%
9,763
-28.9%
0.02%
-30.8%
Q4 2021$3,657,000
+1317.4%
13,727
+1217.4%
0.03%
+1200.0%
Q2 2021$258,0000.0%1,0420.0%0.00%0.0%
Q1 2021$258,0000.0%1,0420.0%0.00%0.0%
Q4 2020$258,0000.0%1,0420.0%0.00%0.0%
Q3 2020$258,0000.0%1,0420.0%0.00%0.0%
Q2 2020$258,0000.0%1,0420.0%0.00%0.0%
Q1 2020$258,0000.0%1,0420.0%0.00%0.0%
Q4 2019$258,0000.0%1,0420.0%0.00%0.0%
Q3 2019$258,0000.0%1,0420.0%0.00%0.0%
Q2 2019$258,0000.0%1,0420.0%0.00%0.0%
Q1 2019$258,000
+5.3%
1,042
-31.7%
0.00%
-66.7%
Q4 2018$245,000
-6.1%
1,525
+5.5%
0.01%
-14.3%
Q3 2018$261,000
+30.5%
1,446
+14.9%
0.01%0.0%
Q2 2018$200,000
+3.6%
1,2590.0%0.01%
-12.5%
Q1 2018$193,000
-10.6%
1,259
-10.3%
0.01%
-20.0%
Q4 2017$216,000
+0.9%
1,4040.0%0.01%0.0%
Q3 2017$214,000
+3.4%
1,4040.0%0.01%
-9.1%
Q2 2017$207,000
+0.5%
1,404
-6.0%
0.01%
-8.3%
Q1 2017$206,000
+9.0%
1,4940.0%0.01%0.0%
Q4 2016$189,000
-1.6%
1,494
+3.3%
0.01%
-7.7%
Q3 2016$192,000
+1.6%
1,4460.0%0.01%
-7.1%
Q2 2016$189,000
-26.7%
1,446
-30.8%
0.01%
-39.1%
Q1 2016$258,0002,0890.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
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