Advisory Alpha, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
Advisory Alpha, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$436,482
+7.3%
1,782
+4.5%
0.02%
-15.4%
Q1 2023$406,782
-3.5%
1,706
+0.4%
0.03%
-13.3%
Q4 2022$421,682
+67.3%
1,699
+50.9%
0.03%
+57.9%
Q3 2022$252,000
+119.1%
1,126
+104.0%
0.02%
-24.0%
Q3 2020$115,000
-99.9%
552
-21.8%
0.02%
-32.4%
Q1 2020$131,733,000
+355.5%
706
+370.7%
0.04%
+428.6%
Q4 2019$28,923,000
+17.0%
1500.0%0.01%0.0%
Q3 2019$24,728,000
-37.6%
150
-36.7%
0.01%
-50.0%
Q1 2019$39,643,0002370.01%
Q3 2018$000.00%
Q2 2018$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2017$2,418,000
+1193.0%
15,940
+1156.1%
0.68%
+1151.9%
Q2 2017$187,000
-91.5%
1,269
-92.1%
0.05%
-92.9%
Q1 2017$2,208,000
+20.1%
16,019
+16.5%
0.76%
+3.0%
Q4 2016$1,838,000
+112.7%
13,750
+111.4%
0.74%
+105.0%
Q3 2016$864,000
+0.2%
6,503
-1.5%
0.36%
-8.4%
Q2 2016$862,000
+95.5%
6,603
+84.6%
0.40%
+68.1%
Q1 2016$441,000
+19.2%
3,576
+28.5%
0.24%
+10.3%
Q4 2015$370,000
+186.8%
2,782
+163.4%
0.21%
+142.0%
Q3 2015$129,000
-32.5%
1,056
-22.6%
0.09%
-27.9%
Q2 2015$191,0001,3640.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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