Perigon Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,615,411
-48.7%
6,871
-46.5%
0.06%
+4.8%
Q2 2023$3,146,418
+112.1%
12,852
+106.6%
0.06%
-26.2%
Q1 2023$1,483,456
-3.9%
6,221
-0.0%
0.08%
+75.0%
Q4 2022$1,543,746
+66.2%
6,224
+49.8%
0.05%
-40.0%
Q3 2022$929,000
-5.0%
4,1540.0%0.08%
-2.4%
Q2 2022$978,000
-10.6%
4,154
-3.4%
0.08%
+6.5%
Q1 2022$1,094,000
+6.3%
4,299
+11.3%
0.08%
+4.1%
Q4 2021$1,029,000
+83.1%
3,864
+70.0%
0.07%
+51.0%
Q3 2021$562,000
+6.0%
2,273
+6.0%
0.05%
+4.3%
Q2 2021$530,000
+51.9%
2,144
+40.7%
0.05%
+30.6%
Q1 2021$349,000
+18.7%
1,524
+16.0%
0.04%
+5.9%
Q4 2020$294,000
+9.7%
1,3140.0%0.03%
-8.1%
Q3 2020$268,000
+5.9%
1,3140.0%0.04%
-7.5%
Q2 2020$253,000
+8.1%
1,3140.0%0.04%
-9.1%
Q1 2020$234,000
-7.1%
1,3140.0%0.04%
-13.7%
Q4 2019$252,000
+12.5%
1,3140.0%0.05%
-3.8%
Q3 2019$224,000
-2.2%
1,3140.0%0.05%
-1.9%
Q2 2019$229,000
+5.0%
1,3140.0%0.05%
+5.9%
Q1 2019$218,000
-0.5%
1,3140.0%0.05%
-8.9%
Q4 2018$219,000
-7.6%
1,3140.0%0.06%
-3.4%
Q3 2018$237,000
+5.8%
1,314
-6.1%
0.06%
-13.4%
Q2 2018$224,000
+4.2%
1,4000.0%0.07%
-15.2%
Q1 2018$215,000
-6.9%
1,400
-6.7%
0.08%
-8.1%
Q4 2017$231,000
-75.1%
1,500
-63.9%
0.09%
+7.5%
Q3 2011$929,0004,1540.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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