Capital Advantage, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advantage, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$23,838,567
-4.5%
101,398
-2.2%
5.11%
-1.8%
Q2 2023$24,955,224
-0.1%
103,708
-0.1%
5.20%
-2.0%
Q1 2023$24,969,843
-4.7%
103,764
-1.8%
5.31%
-9.7%
Q4 2022$26,204,288
+10.3%
105,641
-0.5%
5.88%
+8.2%
Q3 2022$23,748,000
-6.6%
106,162
-1.7%
5.44%
-3.0%
Q2 2022$25,432,000
-6.7%
107,990
+0.8%
5.60%
-10.6%
Q1 2022$27,250,000
+4.2%
107,124
+1.0%
6.27%
+0.0%
Q4 2021$26,148,000
+1.4%
106,091
+1.7%
6.27%
-10.0%
Q3 2021$25,783,000
+0.9%
104,317
+0.9%
6.96%
+3.9%
Q2 2021$25,561,000
+9.3%
103,430
+1.2%
6.70%
+5.1%
Q1 2021$23,388,000
+2.9%
102,242
+0.7%
6.37%
-5.9%
Q4 2020$22,735,000
+6.5%
101,517
-0.9%
6.78%
-3.5%
Q3 2020$21,338,000
+10.0%
102,463
+1.8%
7.02%
+2.0%
Q2 2020$19,395,000
+1.4%
100,673
-0.4%
6.89%
-7.8%
Q1 2020$19,131,000
-1.9%
101,054
-0.2%
7.47%
+21.1%
Q4 2019$19,511,000
+94.9%
101,287
+69.6%
6.17%
+78.0%
Q3 2019$10,013,000
-0.3%
59,715
+2.6%
3.47%
-2.8%
Q1 2019$10,039,00058,2053.56%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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