RPg Family Wealth Advisory, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
RPg Family Wealth Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$68,683,000
-4.5%
2700.0%0.03%
+3.6%
Q4 2021$71,933,000
+7.4%
2700.0%0.03%0.0%
Q3 2021$66,974,000
+0.4%
2700.0%0.03%
+3.7%
Q2 2021$66,725,000
+10.5%
2700.0%0.03%
-6.9%
Q4 2020$60,407,000
+9.7%
2700.0%0.03%0.0%
Q3 2020$55,080,000
+5.9%
2700.0%0.03%
-9.4%
Q2 2020$52,016,000
+16.0%
2700.0%0.03%
-8.6%
Q1 2020$44,844,000
-14.0%
270
-0.7%
0.04%
+16.7%
Q4 2019$52,153,000
-31.2%
272
-39.8%
0.03%
-34.8%
Q3 2019$75,791,000
-3.6%
4520.0%0.05%
-2.1%
Q2 2019$78,621,000
-23.9%
452
-24.5%
0.05%
-23.0%
Q1 2019$103,316,000
+138.3%
599
+121.9%
0.06%
+45.2%
Q4 2018$43,362,000
-11.0%
2700.0%0.04%
+13.5%
Q3 2018$48,711,000
-17.3%
270
-27.0%
0.04%
-19.6%
Q2 2018$58,882,000
+42.0%
370
+37.0%
0.05%
+35.3%
Q1 2018$41,453,000
-0.4%
2700.0%0.03%
-2.9%
Q4 2017$41,617,000
+1.2%
2700.0%0.04%
+2.9%
Q3 2017$41,115,000
+3.3%
2700.0%0.03%
-2.9%
Q2 2017$39,789,000
+6.9%
2700.0%0.04%
+12.9%
Q1 2017$37,211,0002700.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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