IFP Advisors, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$629,179
-71.7%
2,676
-75.7%
0.03%
-42.9%
Q2 2023$2,221,396
+64.8%
11,002
+29.8%
0.05%
-16.9%
Q1 2023$1,348,112
+35715.9%
8,479
-64.2%
0.06%
-41.6%
Q4 2022$3,764
-99.9%
23,666
+4.1%
0.10%
+7.4%
Q3 2022$3,618,000
+282.9%
22,739
+282.4%
0.09%
+213.3%
Q2 2022$945,000
-40.0%
5,947
-39.9%
0.03%
+50.0%
Q1 2022$1,574,000
+113.0%
9,894
+256.2%
0.02%
+42.9%
Q4 2021$739,000
+20.9%
2,778
+12.7%
0.01%
+16.7%
Q3 2021$611,000
-30.5%
2,466
-30.6%
0.01%
-33.3%
Q2 2021$879,000
-24.8%
3,553
-30.6%
0.02%
-21.7%
Q1 2021$1,169,000
+23.7%
5,122
+20.8%
0.02%
-39.5%
Q4 2020$945,000
+6.7%
4,239
-2.8%
0.04%
-28.3%
Q3 2020$886,000
-3.8%
4,360
-10.2%
0.05%
-27.4%
Q2 2020$921,000
+26.9%
4,854
+8.9%
0.07%0.0%
Q1 2020$726,000
-18.8%
4,456
-3.8%
0.07%
+9.0%
Q4 2019$894,000
+13.5%
4,632
-2.3%
0.07%
+26.4%
Q3 2019$788,000
-70.3%
4,739
-69.2%
0.05%
-85.4%
Q1 2019$2,655,000
-21.7%
15,396
-28.2%
0.36%
+74.9%
Q4 2018$3,392,000
-19.3%
21,438
-8.0%
0.21%
+21.1%
Q3 2018$4,202,000
-11.8%
23,290
-22.2%
0.17%
-14.5%
Q2 2018$4,763,000
-12.0%
29,932
-14.7%
0.20%
-18.4%
Q1 2018$5,412,0000.0%35,1100.0%0.24%0.0%
Q4 2017$5,412,000
-0.3%
35,110
-1.6%
0.24%
+13.4%
Q3 2017$5,431,000
+5.1%
35,665
+1.7%
0.22%
-1.4%
Q2 2017$5,167,000
+13.2%
35,059
+5.9%
0.22%
+10.1%
Q1 2017$4,563,000
+33.1%
33,106
+22.4%
0.20%
+20.6%
Q4 2016$3,428,000
+76.2%
27,038
+84.6%
0.16%
+63.4%
Q3 2016$1,946,000
-0.2%
14,646
-2.0%
0.10%
-7.3%
Q2 2016$1,950,000
-26.6%
14,947
-2.9%
0.11%
-69.9%
Q1 2016$2,655,000
+127.1%
15,396
+75.0%
0.36%
+364.1%
Q4 2015$1,169,0008,7970.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders