MARINER INDEPENDENT ADVISOR NETWORK, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$12,366,000
-8.8%
55,278
-1.8%
0.53%
-7.0%
Q2 2022$13,559,000
+5.1%
56,301
+11.4%
0.57%
+15.1%
Q1 2022$12,905,000
+22.8%
50,557
+27.3%
0.50%
+0.6%
Q4 2021$10,512,000
-10.0%
39,705
-16.0%
0.49%
-13.7%
Q3 2021$11,686,000
+6.5%
47,280
+6.5%
0.57%
+14.7%
Q2 2021$10,976,000
+18.0%
44,415
+9.2%
0.50%
+2.7%
Q1 2021$9,303,000
+1.3%
40,670
-0.9%
0.48%
-1.2%
Q4 2020$9,183,000
+21.9%
41,043
+11.2%
0.49%
-21.3%
Q3 2020$7,531,000
+7.2%
36,916
+2.3%
0.62%
-3.6%
Q2 2020$7,025,000
+20.2%
36,085
-1.4%
0.65%
+22.5%
Q1 2020$5,844,000
-19.4%
36,581
-3.3%
0.53%
+1.1%
Q4 2019$7,251,000
+14.5%
37,813
-1.0%
0.52%
+8.5%
Q3 2019$6,331,000
-9.6%
38,198
-4.9%
0.48%
-8.7%
Q2 2019$7,006,000
+2.7%
40,175
+1.5%
0.53%
-8.7%
Q1 2019$6,825,000
+5.8%
39,562
+0.7%
0.58%
+0.3%
Q4 2018$6,453,000
-9.2%
39,283
-0.2%
0.58%
-35.3%
Q3 2018$7,104,000
+97.8%
39,381
+68.3%
0.89%
+302.3%
Q1 2018$3,591,000
-0.6%
23,395
+3.5%
0.22%
-41.5%
Q4 2017$3,613,000
-32.7%
22,594
-38.0%
0.38%
-50.8%
Q2 2017$5,366,000
+24.5%
36,417
+7.1%
0.77%
+9.9%
Q4 2016$4,311,00034,0060.70%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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