Arete Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$291,069
+77934.6%
1,238
-18.8%
0.05%
+51.5%
Q2 2023$373
-54.9%
1,525
-56.1%
0.03%
-50.7%
Q1 2023$827
-100.0%
3,470
-1.8%
0.07%
-13.0%
Q4 2022$876,656,810
+143379.0%
3,534
+29.5%
0.08%
+28.3%
Q3 2022$611,000
+12.5%
2,730
+18.8%
0.06%
+9.1%
Q2 2022$543,000
+18.6%
2,298
+27.6%
0.06%
+44.7%
Q1 2022$458,000
-11.9%
1,801
-7.9%
0.04%
-13.6%
Q4 2021$520,000
+42.1%
1,955
+32.1%
0.04%
+10.0%
Q3 2021$366,000
-43.0%
1,480
-47.3%
0.04%
-51.2%
Q1 2021$642,000
-29.1%
2,808
-30.7%
0.08%
-35.9%
Q4 2020$905,000
-2.5%
4,053
-11.9%
0.13%
-8.6%
Q3 2020$928,000
-3.4%
4,600
-7.8%
0.14%
-15.7%
Q2 2020$961,000
+145.8%
4,990
+144.6%
0.17%
+144.1%
Q4 2019$391,000
+15.7%
2,040
+1.2%
0.07%
+4.6%
Q3 2019$338,000
-1.2%
2,015
+2.6%
0.06%
-1.5%
Q2 2019$342,000
+26.2%
1,964
+24.8%
0.07%
+15.8%
Q1 2019$271,000
+5.4%
1,574
-1.7%
0.06%
-8.1%
Q4 2018$257,000
-24.2%
1,601
-14.9%
0.06%
-17.3%
Q3 2018$339,000
+4.3%
1,881
-7.7%
0.08%
-2.6%
Q2 2018$325,000
+3.8%
2,0390.0%0.08%
-26.0%
Q1 2018$313,000
-0.3%
2,039
+0.0%
0.10%
+2.0%
Q4 2017$314,000
+0.6%
2,038
-0.7%
0.10%
-17.7%
Q3 2017$312,000
+3.3%
2,0520.0%0.12%
-10.1%
Q2 2017$302,000
+43.8%
2,052
+34.4%
0.14%
+50.0%
Q1 2017$210,000
+3.4%
1,5270.0%0.09%
-20.7%
Q3 2016$203,0001,5270.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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