AllSquare Wealth Management 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 Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$179,616
+0.4%
7640.0%0.12%
+0.9%
Q2 2023$178,860
-1.8%
7640.0%0.12%
-1.7%
Q1 2023$182,183
-3.9%
7640.0%0.12%
-9.2%
Q4 2022$189,510
+10.8%
7640.0%0.13%
+4.8%
Q3 2022$171,000
-5.0%
7640.0%0.12%
+1.6%
Q2 2022$180,000
-7.2%
7640.0%0.12%
+5.2%
Q1 2022$194,000
-4.9%
7640.0%0.12%
-2.5%
Q4 2021$204,000
-6.4%
764
-13.6%
0.12%
-8.5%
Q3 2021$218,000
-3.1%
884
-2.8%
0.13%
-0.8%
Q2 2021$225,000
+8.2%
9090.0%0.13%
+1.6%
Q1 2021$208,000
+2.5%
9090.0%0.13%
-5.1%
Q4 2020$203,000
+3.6%
909
-5.2%
0.14%
-4.2%
Q3 2020$196,000
+2.6%
959
-3.0%
0.14%
-1.4%
Q2 2020$191,000
+16.5%
9890.0%0.14%
+0.7%
Q1 2020$164,000
-13.7%
9890.0%0.14%
+7.5%
Q4 2019$190,000
+14.5%
9890.0%0.13%
+8.1%
Q3 2019$166,000
-3.5%
9890.0%0.12%
-3.9%
Q2 2019$172,000
+8.2%
989
+7.3%
0.13%
+6.7%
Q1 2019$159,000
+307.7%
922
+281.0%
0.12%
+275.0%
Q4 2018$39,000
-11.4%
2420.0%0.03%
-3.0%
Q3 2018$44,000
-73.5%
242
-76.8%
0.03%
-73.6%
Q2 2018$166,000
+35.0%
1,041
+30.0%
0.12%
+27.6%
Q1 2018$123,000
+112.1%
801
+114.2%
0.10%
+113.0%
Q4 2017$58,000
+20.8%
374
+18.7%
0.05%
+17.9%
Q3 2017$48,000
+84.6%
315
+81.0%
0.04%
+50.0%
Q2 2017$26,000
+8.3%
1740.0%0.03%
+23.8%
Q1 2017$24,000
+9.1%
1740.0%0.02%
+5.0%
Q4 2016$22,000
-4.3%
1740.0%0.02%
-9.1%
Q3 2016$23,0000.0%1740.0%0.02%
-4.3%
Q2 2016$23,000
+9.5%
1740.0%0.02%
+9.5%
Q1 2016$21,000
-8.7%
1740.0%0.02%
-8.7%
Q4 2015$23,000
+9.5%
1740.0%0.02%
+4.5%
Q3 2015$21,000
-12.5%
1740.0%0.02%0.0%
Q2 2015$24,0000.0%1740.0%0.02%
-4.3%
Q1 2015$24,0001740.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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