Triangle Securities Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 252 filers reported holding VANGUARD WORLD FDS in Q4 2015. The put-call ratio across all filers is 0.54 and the average weighting 0.5%.

Quarter-by-quarter ownership
Triangle Securities Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$358,292
-0.7%
1,524
+3.4%
0.13%
+2.4%
Q2 2023$360,865
+4.1%
1,474
+1.4%
0.12%0.0%
Q1 2023$346,721
+1.0%
1,454
+5.1%
0.12%
-1.6%
Q4 2022$343,301
+10.0%
1,384
-0.7%
0.13%
-0.8%
Q3 2022$312,000
-4.9%
1,3940.0%0.13%
-0.8%
Q2 2022$328,000
-5.5%
1,394
+2.1%
0.13%
+10.3%
Q1 2022$347,000
-4.7%
1,3650.0%0.12%
+1.8%
Q4 2021$364,000
+23.8%
1,365
+14.7%
0.11%
+14.0%
Q3 2021$294,000
-8.4%
1,190
-8.5%
0.10%
-8.3%
Q2 2021$321,000
+8.1%
1,300
+0.1%
0.11%
+1.9%
Q1 2021$297,000
+26.9%
1,299
+6.2%
0.11%
+5.9%
Q4 2019$234,000
+13.0%
1,223
+6.8%
0.10%
-8.2%
Q3 2018$207,0000.0%1,145
-31.9%
0.11%
-18.5%
Q1 2016$207,000
-97.2%
1,682
-97.5%
0.14%
-97.3%
Q4 2015$7,404,000
+3494.2%
66,147
+3835.0%
4.96%
+3080.8%
Q3 2015$206,000
-12.3%
1,681
+0.1%
0.16%
-6.0%
Q2 2015$235,000
+3.1%
1,6800.0%0.17%
+5.1%
Q1 2015$228,000
+8.1%
1,6800.0%0.16%
+5.3%
Q4 2014$211,000
-0.9%
1,680
-7.6%
0.15%
-8.5%
Q3 2014$213,000
+4.9%
1,8190.0%0.16%
+5.1%
Q2 2014$203,000
+10.3%
1,819
-14.8%
0.16%
+14.7%
Q2 2013$184,0002,1350.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2015
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders