Evanson Asset Management, LLC - 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
Evanson Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$201,727
-22.3%
824
-24.3%
0.02%
-30.8%
Q1 2023$259,534
-3.7%
1,088
+0.2%
0.03%
-10.3%
Q4 2022$269,482
+11.4%
1,086
+0.4%
0.03%
+3.6%
Q3 2022$242,000
+1.7%
1,082
+6.9%
0.03%
+7.7%
Q2 2022$238,000
-45.3%
1,012
-40.8%
0.03%
-38.1%
Q1 2022$435,000
+61.7%
1,710
+69.6%
0.04%
+75.0%
Q4 2021$269,000
+8.0%
1,008
+0.4%
0.02%
-7.7%
Q3 2021$249,000
+0.4%
1,0040.0%0.03%0.0%
Q2 2021$248,0001,0040.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders