Executive Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 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 Q3 2021
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