Goelzer Investment Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
Goelzer Investment Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$474,197
-4.0%
2,0170.0%0.03%
-21.4%
Q2 2023$493,802
+2.7%
2,0170.0%0.04%0.0%
Q1 2023$480,974
-2.9%
2,017
+1.1%
0.04%0.0%
Q4 2022$495,108
+13.3%
1,996
+2.2%
0.04%
-4.5%
Q3 2022$437,000
-5.0%
1,9530.0%0.04%0.0%
Q2 2022$460,000
-4.2%
1,953
+3.6%
0.04%
+7.3%
Q1 2022$480,000
-4.4%
1,8860.0%0.04%0.0%
Q4 2021$502,000
+5.5%
1,886
-2.1%
0.04%
-2.4%
Q3 2021$476,000
+0.6%
1,926
+0.6%
0.04%
+7.7%
Q2 2021$473,000
+4.9%
1,914
-2.8%
0.04%
-2.5%
Q1 2021$451,000
+2.3%
1,9700.0%0.04%
-2.4%
Q4 2020$441,000
+14.8%
1,970
+4.6%
0.04%
+13.9%
Q3 2020$384,000
+5.8%
1,8840.0%0.04%
+2.9%
Q2 2020$363,000
+16.0%
1,8840.0%0.04%
-2.8%
Q1 2020$313,000
-10.6%
1,884
+3.3%
0.04%
+20.0%
Q4 2019$350,000
+15.9%
1,824
+1.3%
0.03%
+7.1%
Q3 2019$302,000
+2.7%
1,801
+5.6%
0.03%0.0%
Q1 2019$294,000
+9.7%
1,705
+2.1%
0.03%
-17.6%
Q4 2018$268,000
-11.0%
1,6700.0%0.03%0.0%
Q3 2018$301,000
+13.2%
1,6700.0%0.03%
+9.7%
Q2 2018$266,000
+3.9%
1,6700.0%0.03%0.0%
Q1 2018$256,000
+0.8%
1,670
+1.3%
0.03%
+6.9%
Q4 2017$254,000
+1.2%
1,6490.0%0.03%
-3.3%
Q3 2017$251,000
+3.3%
1,6490.0%0.03%0.0%
Q2 2017$243,000
+8.0%
1,649
+1.0%
0.03%
+7.1%
Q1 2017$225,000
+3.2%
1,632
-4.9%
0.03%0.0%
Q4 2016$218,000
+1.4%
1,716
+11.9%
0.03%
-15.2%
Q2 2015$215,000
+7.0%
1,533
+3.5%
0.03%
+10.0%
Q1 2015$201,0001,4810.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders