Focused Wealth Management, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,256,532
-6.5%
5,345
-2.6%
0.22%
-8.3%
Q2 2023$1,343,559
+2.2%
5,488
-0.4%
0.24%
-9.0%
Q1 2023$1,314,140
-4.6%
5,511
-0.7%
0.27%
-5.0%
Q4 2022$1,377,042
+11.2%
5,551
+0.3%
0.28%
+7.7%
Q3 2022$1,238,000
-22.6%
5,535
-18.5%
0.26%
-10.7%
Q2 2022$1,599,000
+7.0%
6,792
+15.6%
0.29%
+22.8%
Q1 2022$1,494,000
-5.7%
5,874
-1.2%
0.24%
-3.3%
Q4 2021$1,585,000
+7.5%
5,947
-0.4%
0.24%
+1.7%
Q3 2021$1,475,000
-1.8%
5,969
-1.8%
0.24%
-2.8%
Q2 2021$1,502,000
+7.1%
6,078
-0.9%
0.25%
-0.4%
Q1 2021$1,403,000
-0.4%
6,133
-2.7%
0.25%
-9.1%
Q4 2020$1,409,000
-0.6%
6,300
-9.3%
0.27%
-11.0%
Q3 2020$1,418,000
+0.9%
6,949
-4.8%
0.31%
-5.5%
Q2 2020$1,406,000
+13.6%
7,299
-2.1%
0.33%
-8.7%
Q1 2020$1,238,000
-30.1%
7,452
-19.4%
0.36%
-14.6%
Q4 2019$1,772,000
+59.1%
9,244
+39.2%
0.42%
+35.7%
Q3 2019$1,114,000
-34.1%
6,643
-31.7%
0.31%
-31.9%
Q2 2019$1,691,000
-7.5%
9,721
-8.3%
0.45%
-18.3%
Q1 2019$1,828,000
-0.4%
10,600
-7.3%
0.55%
-11.8%
Q4 2018$1,836,000
+3.0%
11,433
+15.7%
0.63%
+3.3%
Q3 2018$1,783,000
-24.0%
9,881
-33.0%
0.61%
-25.3%
Q2 2018$2,346,000
-42.8%
14,740
-44.8%
0.81%
-37.9%
Q1 2018$4,100,000
-60.0%
26,702
-59.8%
1.31%
-60.1%
Q4 2017$10,239,000
-1.8%
66,427
-3.0%
3.28%
-5.6%
Q3 2017$10,430,000
+19.3%
68,490
+15.4%
3.48%
+6.5%
Q2 2017$8,746,000
+9.1%
59,348
+2.0%
3.27%
+4.1%
Q1 2017$8,019,000
+15.7%
58,183
+6.4%
3.14%
+7.2%
Q4 2016$6,929,000
-3.8%
54,661
+0.8%
2.93%
-7.6%
Q3 2016$7,206,000
+3.0%
54,229
+1.1%
3.17%
-1.5%
Q2 2016$6,997,000
+28.8%
53,621
+21.7%
3.22%
+8.3%
Q1 2016$5,431,000
+60.2%
44,046
+72.6%
2.97%
+52.3%
Q4 2015$3,391,000
+15.5%
25,519
+6.6%
1.95%
+4.6%
Q3 2015$2,935,000
+11.4%
23,945
+27.2%
1.86%
+14.4%
Q2 2015$2,635,000
+20.7%
18,830
+16.9%
1.63%
+21.6%
Q1 2015$2,183,000
+37.8%
16,110
+27.7%
1.34%
+19.6%
Q4 2014$1,584,000
+22.7%
12,611
+14.3%
1.12%
+13.2%
Q3 2014$1,291,000
+26.2%
11,031
+20.4%
0.99%
+23.8%
Q2 2014$1,023,000
+15.5%
9,164
+10.6%
0.80%
+8.0%
Q1 2014$886,000
+359.1%
8,289
+335.1%
0.74%
+357.4%
Q4 2013$193,000
-0.5%
1,905
-8.6%
0.16%
-12.4%
Q3 2013$194,0002,0840.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders