Edge Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$39,000
+8.3%
1460.0%0.01%0.0%
Q3 2021$36,0000.0%1460.0%0.01%0.0%
Q2 2021$36,000
+9.1%
1460.0%0.01%0.0%
Q1 2021$33,0000.0%1460.0%0.01%0.0%
Q4 2020$33,000
+10.0%
1460.0%0.01%0.0%
Q3 2020$30,000
+7.1%
1460.0%0.01%
+40.0%
Q2 2020$28,000
+16.7%
1460.0%0.01%0.0%
Q1 2020$24,000
-14.3%
1460.0%0.01%
-16.7%
Q4 2019$28,0001460.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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