Edge Wealth Management LLC - 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 Q4 2021. The put-call ratio across all filers is 1.75 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 Q4 2021
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders