Caprock Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$305,242
-3.9%
1,2800.0%0.02%
-20.0%
Q4 2022$317,517
+10.6%
1,2800.0%0.03%
+7.1%
Q3 2022$287,000
-10.0%
1,280
-5.5%
0.03%
-9.7%
Q2 2022$319,000
-7.0%
1,355
+0.6%
0.03%
-3.1%
Q1 2022$343,000
+3.3%
1,347
+8.1%
0.03%
+18.5%
Q4 2021$332,000
+7.8%
1,246
+0.4%
0.03%
-3.6%
Q3 2021$308,000
+0.3%
1,2410.0%0.03%0.0%
Q2 2021$307,000
+8.5%
1,241
+0.2%
0.03%
-9.7%
Q1 2021$283,000
+2.5%
1,239
+0.6%
0.03%0.0%
Q4 2020$276,000
+10.4%
1,232
+0.4%
0.03%
-8.8%
Q3 2020$250,000
+5.9%
1,227
+0.2%
0.03%
-2.9%
Q2 2020$236,000
-55.7%
1,224
-61.9%
0.04%
-65.3%
Q1 2020$533,000
+128.8%
3,209
+163.9%
0.10%
+140.5%
Q4 2019$233,000
+14.8%
1,216
+0.7%
0.04%
+5.0%
Q3 2019$203,000
-2.4%
1,208
+0.8%
0.04%
-2.4%
Q2 2019$208,000
-34.8%
1,198
-32.2%
0.04%
-36.9%
Q3 2018$319,000
-6.5%
1,768
-17.2%
0.06%
-9.7%
Q2 2018$341,000
+33.7%
2,135
+28.7%
0.07%
+33.3%
Q1 2018$255,000
-3.4%
1,659
+1.9%
0.05%
+5.9%
Q4 2017$264,000
+6.9%
1,628
+0.6%
0.05%0.0%
Q3 2017$247,000
+3.3%
1,618
+0.2%
0.05%
-3.8%
Q2 2017$239,000
+18.3%
1,615
+10.2%
0.05%
+12.8%
Q1 2017$202,0001,4660.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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