Sowell Financial Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$1,720
-99.9%
7,211
-23.1%
0.13%
+70.5%
Q1 2021$2,232,000
-30.3%
9,375
-34.5%
0.08%
-43.1%
Q4 2020$3,201,000
+12.9%
14,309
+3.0%
0.14%
-3.5%
Q3 2020$2,834,000
-29.5%
13,890
-33.4%
0.14%
-35.7%
Q2 2020$4,018,000
+127.9%
20,857
+96.5%
0.22%
+70.0%
Q1 2020$1,763,000
+35.7%
10,612
+56.6%
0.13%
+31.3%
Q4 2019$1,299,000
+12.5%
6,775
-1.7%
0.10%
+4.2%
Q3 2019$1,155,000
+113.5%
6,890
+119.8%
0.10%
+58.3%
Q1 2019$541,000
-46.2%
3,135
-49.9%
0.06%
-57.7%
Q4 2018$1,005,0006,2560.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
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