RWA WEALTH PARTNERS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
RWA WEALTH PARTNERS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,609,744
+11.4%
11,101
+16.0%
0.06%
+11.8%
Q2 2023$2,342,542
+15.2%
9,568
+12.2%
0.05%
+4.1%
Q1 2023$2,034,289
-10.1%
8,531
-6.5%
0.05%
-12.5%
Q4 2022$2,262,155
-38.9%
9,120
-44.9%
0.06%
-78.5%
Q3 2022$3,704,000
-8.5%
16,560
-3.7%
0.26%
-4.4%
Q2 2022$4,050,000
+4.8%
17,197
+13.2%
0.27%
+9.2%
Q1 2022$3,865,000
+20.9%
15,194
+26.6%
0.25%
+16.3%
Q4 2021$3,197,000
+8.7%
11,999
+0.9%
0.22%
-1.8%
Q3 2021$2,940,000
+1.7%
11,897
+1.6%
0.22%
+1.4%
Q2 2021$2,892,000
+11.5%
11,704
+3.2%
0.22%
+3.3%
Q1 2021$2,594,000
-53.6%
11,340
-54.6%
0.21%
-57.9%
Q4 2020$5,588,000
+141.4%
24,975
+120.1%
0.50%
+103.3%
Q3 2020$2,315,000
+7.9%
11,349
+1.9%
0.24%
-6.9%
Q2 2020$2,145,000
+17.5%
11,136
+1.3%
0.26%
+1.2%
Q1 2020$1,826,000
-36.7%
10,992
-26.9%
0.26%
-9.4%
Q4 2019$2,885,000
+13.6%
15,045
-0.7%
0.29%
+6.7%
Q3 2019$2,540,000
-4.0%
15,147
-0.5%
0.27%
-5.6%
Q2 2019$2,647,000
-0.4%
15,217
-1.3%
0.28%
-6.6%
Q1 2019$2,658,000
+11.4%
15,411
+3.8%
0.30%
-3.2%
Q4 2018$2,385,000
+510.0%
14,853
+586.1%
0.31%
+613.6%
Q3 2018$391,000
+5.4%
2,165
-7.0%
0.04%
+7.3%
Q2 2018$371,000
+55.2%
2,328
+49.5%
0.04%
+32.3%
Q1 2018$239,000
-4.4%
1,557
-3.9%
0.03%
+10.7%
Q4 2017$250,000
-33.0%
1,620
-33.8%
0.03%
-33.3%
Q3 2017$373,000
+3.6%
2,448
+0.2%
0.04%
-4.5%
Q2 2017$360,000
+6.5%
2,443
-0.5%
0.04%0.0%
Q1 2017$338,000
+34.7%
2,456
+23.9%
0.04%
-80.7%
Q4 2016$251,0001,9830.23%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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