Pensionmark Financial Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$512,366
+54.3%
2,066
+39.6%
0.12%
+48.1%
Q3 2022$332,000
-12.2%
1,480
-4.0%
0.08%0.0%
Q2 2022$378,000
-3.3%
1,541
+0.3%
0.08%
-2.5%
Q1 2022$391,000
-1.5%
1,537
-4.2%
0.08%
-2.4%
Q4 2021$397,000
+46.0%
1,604
+46.1%
0.08%
+33.9%
Q3 2021$272,000
+1.5%
1,098
+1.5%
0.06%
+1.6%
Q2 2021$268,000
-2.5%
1,082
-7.3%
0.06%
-7.6%
Q1 2021$275,000
+1.9%
1,167
+2.3%
0.07%
-2.9%
Q4 2020$270,000
+21.6%
1,141
-14.7%
0.07%
-34.0%
Q1 2020$222,0001,3380.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 106,792$24,429,00018.01%
Allied Investment Advisors, LLC 95,411$21,825,0009.35%
Beacon Capital Management, Inc. 742,169$169,771,0006.88%
Capital Advantage, Inc. 102,242$23,388,0006.37%
Morningstar Investment Management LLC 273,598$62,586,0006.28%
Essex Private Wealth Management, LLC 26,900$6,153,0005.87%
ASSET PLANNING CORPORATION 23,590$5,396,0005.61%
New England Investment & Retirement Group, Inc. 99,109$22,671,0005.48%
Adaptive Financial Consulting, LLC 34,485$7,889,0005.30%
Tatro Capital, LLC 28,902$6,611,0005.12%
View complete list of VANGUARD WORLD FDS shareholders