Cornerstone Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,313,669
-31.0%
5,580
-28.3%
0.12%
-27.1%
Q2 2023$1,905,225
+3.2%
7,782
+0.5%
0.17%
-6.1%
Q1 2023$1,846,425
+50.2%
7,743
+40.9%
0.18%
+32.1%
Q3 2022$1,229,000
+3.4%
5,495
+8.9%
0.14%
+3.8%
Q2 2022$1,189,000
+0.5%
5,048
+8.6%
0.13%
+14.8%
Q1 2022$1,183,000
+126.6%
4,650
+135.4%
0.12%
+130.0%
Q4 2021$522,000
+19.2%
1,975
+11.5%
0.05%
+6.4%
Q3 2021$438,000
+7.4%
1,772
+7.4%
0.05%
+9.3%
Q2 2021$408,000
+40.7%
1,650
+30.2%
0.04%
+26.5%
Q1 2021$290,000
+2.5%
1,267
+0.2%
0.03%
-5.6%
Q4 2020$283,000
+8.4%
1,265
-1.2%
0.04%
-7.7%
Q3 2020$261,000
+15.0%
1,280
+8.6%
0.04%
+5.4%
Q2 2020$227,000
+6.1%
1,179
+5.6%
0.04%
+5.7%
Q4 2019$214,000
+3.9%
1,116
-9.0%
0.04%
-2.8%
Q3 2019$206,000
-42.0%
1,226
+10.8%
0.04%
-16.3%
Q1 2019$355,000
+69.0%
1,106
-16.0%
0.04%
-4.4%
Q4 2018$210,000
-86.0%
1,316
-99.4%
0.04%
+136.8%
Q3 2018$1,504,000
+16.9%
230,692
+12.2%
0.02%
+26.7%
Q2 2018$1,287,000
+495.8%
205,534
+13891.4%
0.02%
-63.4%
Q1 2018$216,000
-6.9%
1,469
-0.5%
0.04%
-6.8%
Q4 2017$232,0000.0%1,477
-1.8%
0.04%
-8.3%
Q3 2017$232,0001,5040.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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