SIMON QUICK ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$95,000
+2.2%
418
+0.2%
0.03%0.0%
Q4 2020$93,000
+9.4%
417
+0.5%
0.03%
+16.7%
Q3 2020$85,000
+6.2%
415
+0.2%
0.02%
-20.0%
Q2 2020$80,000
+142.4%
414
+95.3%
0.03%
+114.3%
Q2 2018$33,0000.0%2120.0%0.01%0.0%
Q1 2018$33,0002120.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
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