Westside Investment Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,064,091
-3.4%
8,779
+0.6%
0.59%
-1.5%
Q2 2023$2,135,731
+4.3%
8,729
+1.6%
0.60%
+0.3%
Q1 2023$2,048,154
+1071.9%
8,589
+5.0%
0.60%
+39.8%
Q4 2022$174,777
-99.9%
8,183
+0.6%
0.43%
+13.8%
Q3 2022$158,252,000
-13.1%
8,131
+2.2%
0.38%
-8.3%
Q2 2022$182,057,000
+0.1%
7,959
+16.9%
0.41%
+3.3%
Q1 2022$181,902,000
+4.1%
6,809
+21.9%
0.40%
+0.3%
Q4 2021$174,685,000
+0.1%
5,588
+6.1%
0.40%
-1.0%
Q3 2021$174,511,000
+0.2%
5,266
+2.1%
0.40%
-0.5%
Q2 2021$174,092,000
+8.0%
5,156
+0.0%
0.40%
-4.9%
Q1 2021$161,144,000
+2.4%
5,155
+24.5%
0.42%
-1.4%
Q4 2020$157,380,000
+9.7%
4,140
+11.6%
0.43%
+563.1%
Q3 2020$143,413,000
+5.9%
3,709
+0.0%
0.06%
-18.8%
Q2 2020$135,434,000
+16.0%
3,708
+0.0%
0.08%0.0%
Q1 2020$116,762,000
+11634.9%
3,707
-35.2%
0.08%
+3900.0%
Q2 2019$995,000
-99.9%
5,723
-4.1%
0.00%
-99.4%
Q4 2018$958,821,000
-11.2%
5,970
+0.0%
0.35%
+1.7%
Q3 2018$1,079,801,000
+17.3%
5,969
+3.7%
0.34%
+6.5%
Q2 2018$920,331,000
+6.8%
5,758
+0.0%
0.32%
-31.6%
Q1 2018$862,103,000
-11.2%
5,757
-6.3%
0.47%
-9.9%
Q4 2017$971,337,000
+4.7%
6,142
+1.7%
0.53%
-6.1%
Q3 2017$927,336,000
+3.7%
6,041
-0.7%
0.56%
-3.9%
Q2 2017$893,990,000
+7.1%
6,081
-0.2%
0.58%
+46.1%
Q1 2017$835,031,000
+17.1%
6,096
+11.5%
0.40%
-17.7%
Q4 2016$713,149,0005,4660.48%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
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