Patriot Financial Group Insurance Agency, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 340 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$184,000
-3.7%
779
+4.0%
0.04%
+8.8%
Q1 2022$191,000
-52.1%
749
-50.0%
0.03%
-48.5%
Q4 2021$399,000
-12.3%
1,499
-18.7%
0.07%
-18.5%
Q3 2021$455,000
-0.7%
1,843
-0.5%
0.08%
-3.6%
Q2 2021$458,000
+6.0%
1,853
-1.9%
0.08%
-15.2%
Q1 2021$432,000
-6.9%
1,889
-8.9%
0.10%
-14.7%
Q4 2020$464,000
+142.9%
2,074
+121.3%
0.12%
+87.1%
Q3 2020$191,000
+63.2%
937
+54.4%
0.06%
+37.8%
Q2 2020$117,000
+631.2%
607
+525.8%
0.04%
+542.9%
Q1 2020$16,000
+128.6%
97
+148.7%
0.01%
+133.3%
Q4 2019$7,000
-69.6%
39
-71.9%
0.00%
-70.0%
Q3 2019$23,000
-4.2%
1390.0%0.01%0.0%
Q2 2019$24,0000.0%1390.0%0.01%
-16.7%
Q1 2019$24,000
+84.6%
139
+71.6%
0.01%
+33.3%
Q4 2018$13,000
-7.1%
81
+3.8%
0.01%
+12.5%
Q3 2018$14,000
+250.0%
78
+225.0%
0.01%
+166.7%
Q1 2018$4,0000.0%240.0%0.00%0.0%
Q4 2017$4,0000.0%240.0%0.00%
-25.0%
Q3 2017$4,000
+33.3%
240.0%0.00%
+33.3%
Q2 2017$3,0000.0%240.0%0.00%0.0%
Q1 2017$3,0000.0%240.0%0.00%
-25.0%
Q4 2016$3,000240.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
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