Capital Asset Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$170,000
-1.7%
761
+3.5%
0.02%
+15.8%
Q2 2022$173,000
-11.7%
735
-4.4%
0.02%
-9.5%
Q1 2022$196,000
+51.9%
769
+59.2%
0.02%
+50.0%
Q4 2021$129,000
-57.1%
483
-60.2%
0.01%
-58.8%
Q3 2021$301,000
+2.0%
1,215
+1.8%
0.03%
+6.2%
Q2 2021$295,000
-96.8%
1,193
-97.0%
0.03%
-97.7%
Q1 2021$9,180,000
+2.6%
40,132
+0.3%
1.37%
-14.0%
Q4 2020$8,951,000
+10.6%
40,008
+0.8%
1.59%
-6.1%
Q3 2020$8,095,000
+0.9%
39,682
-0.0%
1.70%
-1.6%
Q2 2020$8,026,000
+8.2%
39,697
+0.4%
1.72%
-12.4%
Q1 2020$7,415,000
+2.6%
39,543
+7.6%
1.97%
+15.9%
Q4 2019$7,225,000
+2744.5%
36,737
+2131.9%
1.70%
+638.3%
Q4 2017$254,000
+4.1%
1,646
+2.7%
0.23%
+4.1%
Q3 2017$244,000
+10.9%
1,603
+7.6%
0.22%
+56.7%
Q2 2017$220,0001,4900.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders