INSPIRION WEALTH ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$574,820
-4.0%
2,4450.0%0.11%
-2.6%
Q2 2023$598,585
+2.7%
2,4450.0%0.12%
-1.7%
Q1 2023$583,035
-3.9%
2,4450.0%0.12%
-8.6%
Q4 2022$606,482
+49.4%
2,445
+34.6%
0.13%
+39.1%
Q3 2022$406,000
-5.1%
1,8160.0%0.09%
-2.1%
Q2 2022$428,000
-7.6%
1,816
-0.3%
0.09%
-1.1%
Q1 2022$463,000
-4.3%
1,822
+0.3%
0.10%
-6.9%
Q4 2021$484,000
+44.0%
1,816
+33.7%
0.10%
+32.5%
Q3 2021$336,0000.0%1,3580.0%0.08%
-7.2%
Q2 2021$336,000
+8.0%
1,3580.0%0.08%
+1.2%
Q1 2021$311,000
+2.3%
1,3580.0%0.08%
-4.7%
Q4 2020$304,000
+9.7%
1,3580.0%0.09%
-9.5%
Q3 2020$277,000
+5.7%
1,3580.0%0.10%
-7.8%
Q2 2020$262,000
+15.9%
1,3580.0%0.10%
-8.0%
Q1 2020$226,000
-13.1%
1,3580.0%0.11%
+27.3%
Q4 2019$260,000
-20.7%
1,358
-30.6%
0.09%
-38.9%
Q3 2019$328,000
-3.8%
1,9580.0%0.14%
-2.0%
Q2 2019$341,000
+0.9%
1,9580.0%0.15%
-2.0%
Q1 2019$338,000
+7.6%
1,9580.0%0.15%
-4.5%
Q4 2018$314,000
-11.0%
1,9580.0%0.16%
+4.7%
Q3 2018$353,000
+13.1%
1,9580.0%0.15%
+2.0%
Q2 2018$312,000
+3.7%
1,9580.0%0.15%0.0%
Q1 2018$301,000
-0.3%
1,9580.0%0.15%0.0%
Q4 2017$302,000
+1.3%
1,9580.0%0.15%
-2.6%
Q3 2017$298,000
+3.1%
1,9580.0%0.15%
-3.8%
Q2 2017$289,000
+7.0%
1,9580.0%0.16%
+2.6%
Q1 2017$270,000
+5.9%
1,958
-2.5%
0.15%
-5.6%
Q4 2016$255,000
-15.0%
2,008
-11.1%
0.16%
-16.9%
Q3 2016$300,000
+14.9%
2,258
+12.7%
0.20%
+14.0%
Q2 2016$261,000
+5.7%
2,0030.0%0.17%
-1.2%
Q1 2016$247,000
-7.1%
2,0030.0%0.17%
-11.3%
Q4 2015$266,000
+3.1%
2,003
-4.8%
0.20%
-4.4%
Q3 2015$258,000
-12.2%
2,1030.0%0.20%
-6.0%
Q2 2015$294,000
+5.8%
2,103
+2.4%
0.22%
-3.1%
Q1 2015$278,000
+3.0%
2,053
-4.6%
0.22%
-10.4%
Q4 2014$270,0002,1530.25%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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