WealthPLAN Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$23,167
+2.7%
950.0%0.00%0.0%
Q1 2023$22,565
-100.0%
95
-94.9%
0.00%
-96.2%
Q3 2016$245,509,000
-20.1%
1,855
-56.5%
0.08%
+105.1%
Q2 2016$307,161,000
-32.2%
4,260
-56.3%
0.04%
-47.3%
Q4 2015$453,298,000
+95937.7%
9,745
+188.7%
0.07%
-64.1%
Q2 2015$472,000
-18.5%
3,375
-20.8%
0.21%
-23.7%
Q1 2015$579,0004,2600.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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