NEXT Financial Group, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$10,137,000
+71.7%
38,046
+59.6%
0.67%
+44.7%
Q3 2021$5,904,000
+3.8%
23,836
+3.5%
0.46%
+1.1%
Q2 2021$5,690,000
+14.8%
23,024
+6.3%
0.46%
+3.6%
Q1 2021$4,957,000
+5.6%
21,667
+3.3%
0.44%
-2.2%
Q4 2020$4,694,000
+0.9%
20,981
-8.0%
0.45%
-10.2%
Q3 2020$4,654,000
+9.1%
22,811
+3.0%
0.50%
+0.6%
Q2 2020$4,265,000
+13.7%
22,136
-2.0%
0.50%
+3.1%
Q1 2020$3,750,000
-40.1%
22,583
-30.8%
0.48%
-25.2%
Q4 2019$6,259,000
+8.4%
32,642
-5.1%
0.65%
+3.0%
Q3 2019$5,775,000
-1.8%
34,386
+1.7%
0.63%
-0.5%
Q2 2019$5,879,000
+115.9%
33,800
+114.1%
0.63%
-8.7%
Q1 2019$2,723,000
+42.0%
15,788
+32.3%
0.69%
+72.9%
Q4 2018$1,917,000
+2942.9%
11,937
+3340.1%
0.40%
+1275.9%
Q3 2018$63,000
-87.9%
347
-89.4%
0.03%
-85.5%
Q2 2018$520,000
-57.2%
3,266
-58.7%
0.20%
-21.9%
Q1 2018$1,215,000
+297.1%
7,912
+296.2%
0.26%
+201.2%
Q3 2017$306,000
-100.0%
1,997
-62.4%
0.08%
-55.5%
Q2 2017$782,000,000
-30.9%
5,306
-34.3%
0.19%
-39.4%
Q1 2017$1,131,000,000
-32.5%
8,073
-38.9%
0.32%
+7.1%
Q4 2016$1,676,000,000
+91235.1%
13,222
-4.2%
0.29%
-11.2%
Q3 2016$1,835,000
-3.3%
13,808
-5.1%
0.33%
-45.0%
Q2 2016$1,898,000
+0.2%
14,548
-5.3%
0.60%
-9.9%
Q1 2016$1,894,000
+0.2%
15,361
+7.9%
0.67%
-5.1%
Q4 2015$1,891,000
-0.5%
14,233
-8.2%
0.70%
+3.5%
Q3 2015$1,900,000
+546.3%
15,505
+636.6%
0.68%
+573.3%
Q2 2015$294,000
+63.3%
2,105
+57.8%
0.10%
+74.1%
Q1 2015$180,000
+36.4%
1,334
+26.4%
0.06%
+31.8%
Q4 2014$132,000
-32.0%
1,055
-36.5%
0.04%
+12.8%
Q3 2014$194,000
+331.1%
1,661
+307.1%
0.04%
+69.6%
Q2 2014$45,0004080.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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