NorthRock Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 470 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
NorthRock Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$456,244
-4.9%
1,715
-3.3%
0.04%0.0%
Q1 2024$479,902
+12.0%
1,774
+3.8%
0.04%
+2.5%
Q4 2023$428,446
+6.2%
1,709
-0.3%
0.04%
-4.8%
Q3 2023$403,285
-7.1%
1,715
-3.3%
0.04%
-12.5%
Q2 2023$434,186
+34.7%
1,773
+31.1%
0.05%
+41.2%
Q1 2023$322,398
-3.9%
1,3520.0%0.03%
-10.5%
Q4 2022$335,364
+24.2%
1,352
+12.1%
0.04%
+22.6%
Q3 2022$270,000
-4.6%
1,206
+0.3%
0.03%
+6.9%
Q2 2022$283,000
-7.5%
1,2020.0%0.03%
+3.6%
Q1 2022$306,000
-13.1%
1,202
-9.1%
0.03%
+7.7%
Q4 2021$352,000
+7.3%
1,323
-0.4%
0.03%
-3.7%
Q3 2021$328,000
+0.3%
1,328
+0.4%
0.03%0.0%
Q2 2021$327,000
+7.9%
1,3230.0%0.03%
-3.6%
Q1 2021$303,000
-6.5%
1,323
-8.6%
0.03%
-12.5%
Q4 2020$324,000
+8.4%
1,447
-1.1%
0.03%
-3.0%
Q3 2020$299,000
+7.2%
1,463
+1.0%
0.03%0.0%
Q2 2020$279,000
+16.2%
1,448
+0.1%
0.03%
-2.9%
Q1 2020$240,000
-62.4%
1,447
-70.3%
0.03%0.0%
Q4 2019$638,000
+132.0%
4,868
+196.6%
0.03%
-8.1%
Q3 2019$275,0001,6410.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
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%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
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%
View complete list of VANGUARD WORLD FDS shareholders