Concorde Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$898,191
-21.5%
3,621
-29.2%
0.80%
-37.6%
Q3 2022$1,144,000
-4.9%
5,116
+0.2%
1.28%
-29.4%
Q2 2022$1,203,000
-8.3%
5,108
-0.9%
1.81%
+108.3%
Q1 2022$1,312,000
-9.3%
5,156
-5.0%
0.87%
+0.9%
Q4 2021$1,447,000
+41.6%
5,430
+31.3%
0.86%
+46.3%
Q3 2021$1,022,000
-6.0%
4,137
-5.9%
0.59%
-3.3%
Q2 2021$1,087,000
-18.4%
4,398
-24.5%
0.61%
-20.6%
Q1 2021$1,332,000
-11.7%
5,822
-21.3%
0.77%
-10.8%
Q3 2020$1,509,000
+6.2%
7,395
+0.3%
0.86%
-27.6%
Q2 2020$1,421,000
+14.8%
7,373
-1.0%
1.19%
-6.7%
Q1 2020$1,238,000
-12.3%
7,450
+1.2%
1.27%
+30.3%
Q4 2019$1,412,000
+36.6%
7,362
+19.4%
0.98%
+22.9%
Q3 2019$1,034,000
-4.4%
6,167
-0.9%
0.80%
+25.6%
Q2 2019$1,082,000
+81.2%
6,220
+79.7%
0.63%
+64.2%
Q1 2019$597,000
+95.1%
3,462
+81.5%
0.39%
+49.0%
Q4 2018$306,000
-7.8%
1,907
+3.6%
0.26%
-20.1%
Q3 2018$332,000
+18.1%
1,840
+4.4%
0.32%
+0.9%
Q2 2018$281,000
+2.9%
1,7630.0%0.32%
-3.9%
Q1 2018$273,000
+0.7%
1,763
+0.2%
0.33%
-2.6%
Q4 2017$271,000
-49.4%
1,759
-50.0%
0.34%
-26.1%
Q3 2017$536,000
+106.2%
3,517
+99.3%
0.46%
+32.2%
Q2 2017$260,000
+14.5%
1,765
-1.2%
0.35%
-13.8%
Q4 2016$227,000
-19.5%
1,787
-15.8%
0.41%
+14.6%
Q3 2016$282,000
+28.2%
2,122
+25.8%
0.36%
+62.1%
Q2 2016$220,000
-86.0%
1,687
-85.4%
0.22%
-87.7%
Q1 2015$1,567,00011,5661.79%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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