Executive Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 475 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
Executive Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$221,000
+8.9%
832
+1.0%
0.02%0.0%
Q3 2021$203,000
-23.1%
824
-23.0%
0.02%
-24.1%
Q2 2021$264,000
-45.7%
1,070
-49.7%
0.03%
-49.1%
Q1 2021$486,000
+19.7%
2,126
+16.9%
0.06%
+14.0%
Q4 2020$406,000
+680.8%
1,818
+506.0%
0.05%
+614.3%
Q2 2019$52,0000.0%3000.0%0.01%
-22.2%
Q1 2019$52,000
+6.1%
300
-1.3%
0.01%0.0%
Q4 2018$49,0003040.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
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%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
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%
View complete list of VANGUARD WORLD FDS shareholders