Johanson Financial Advisors, Inc. - 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
Johanson Financial Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$1,562,000
+3.9%
5,863
-3.6%
0.48%
-7.7%
Q3 2021$1,503,000
-5.2%
6,079
-4.7%
0.52%
-3.4%
Q2 2021$1,585,000
+5.8%
6,376
-1.1%
0.54%
-1.8%
Q1 2021$1,498,000
+3.2%
6,444
-0.7%
0.55%
-6.8%
Q4 2020$1,452,000
+6.8%
6,490
-1.4%
0.59%
-3.6%
Q3 2020$1,359,000
+6.6%
6,585
-0.5%
0.61%
-4.6%
Q2 2020$1,275,000
+29.4%
6,617
+11.7%
0.64%
+12.3%
Q1 2020$985,000
-86.7%
5,924
-99.6%
0.57%
+61.5%
Q4 2019$7,403,000
+392.9%
1,419,764
+15797.0%
0.35%
-55.1%
Q3 2019$1,502,000
-16.6%
8,931
-13.3%
0.78%
-18.4%
Q2 2019$1,800,000
-6.6%
10,301
-7.6%
0.96%
-11.5%
Q1 2019$1,928,000
+7.4%
11,150
-0.4%
1.08%
-10.5%
Q4 2018$1,795,000
-14.6%
11,191
-3.6%
1.21%
-0.7%
Q3 2018$2,103,000
+12.3%
11,613
-1.6%
1.22%
+2.5%
Q2 2018$1,872,000
-0.5%
11,798
-4.0%
1.19%
-4.7%
Q1 2018$1,881,000
-5.6%
12,285
-5.2%
1.25%
-5.5%
Q4 2017$1,993,000
+3.7%
12,953
+3.0%
1.32%
-6.1%
Q3 2017$1,922,000
+3.9%
12,577
+0.4%
1.40%
-6.7%
Q2 2017$1,849,000
+4.6%
12,531
-2.3%
1.51%
-3.3%
Q1 2017$1,768,000
-5.5%
12,828
-9.0%
1.56%
-22.6%
Q3 2016$1,870,000
+9.4%
14,104
+7.7%
2.01%
+0.1%
Q2 2016$1,709,000
+7.5%
13,094
+1.7%
2.01%
+2.7%
Q1 2016$1,590,000
-6.0%
12,877
+0.8%
1.96%
-11.2%
Q4 2015$1,691,00012,7792.21%
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