Private Advisory Group 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 Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,610,435
-4.0%
6,8500.0%0.32%
-4.2%
Q2 2023$1,677,017
+528.5%
6,850
+512.2%
0.33%
+482.5%
Q1 2023$266,837
-3.9%
1,1190.0%0.06%
-6.6%
Q4 2022$277,568
+6.3%
1,119
-4.1%
0.06%
+1.7%
Q3 2022$261,000
-5.1%
1,1670.0%0.06%
-3.2%
Q2 2022$275,000
-15.9%
1,167
-9.3%
0.06%
-3.1%
Q1 2022$327,000
-46.7%
1,287
-44.1%
0.06%
-44.8%
Q4 2021$613,000
+11.1%
2,302
+3.1%
0.12%
-14.1%
Q3 2021$552,0000.0%2,2330.0%0.14%
-2.9%
Q2 2021$552,000
+8.0%
2,2330.0%0.14%
-5.4%
Q1 2021$511,000
+2.2%
2,2330.0%0.15%
-10.9%
Q4 2020$500,000
+9.6%
2,2330.0%0.16%
-10.3%
Q3 2020$456,000
+6.0%
2,2330.0%0.18%
+4.5%
Q2 2020$430,000
+15.9%
2,2330.0%0.18%
-6.9%
Q1 2020$371,000
-13.3%
2,2330.0%0.19%
+10.5%
Q4 2019$428,000
+14.4%
2,2330.0%0.17%
+4.3%
Q3 2019$374,000
-10.5%
2,233
-7.0%
0.16%
-14.6%
Q2 2019$418,000
+3.0%
2,402
-5.0%
0.19%
-15.8%
Q1 2019$406,0000.0%2,5280.0%0.23%0.0%
Q4 2018$406,000
-8.8%
2,5280.0%0.23%
+0.4%
Q3 2018$445,000
+10.7%
2,5280.0%0.23%
+12.4%
Q2 2018$402,000
+3.6%
2,5280.0%0.20%
-15.5%
Q1 2018$388,000
-0.5%
2,5280.0%0.24%
+13.8%
Q4 2017$390,000
-11.8%
2,528
-13.0%
0.21%
-19.8%
Q3 2017$442,000
+3.3%
2,9050.0%0.26%
+2.7%
Q2 2017$428,000
-6.1%
2,905
-12.0%
0.26%
-16.7%
Q1 2017$456,000
-75.1%
3,303
-77.1%
0.31%
-57.4%
Q4 2016$1,830,00014,4310.72%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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