LEVEL FOUR 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
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$916,449
-2.7%
3,898
+1.4%
0.06%
+3.5%
Q2 2023$941,447
+2.7%
3,8450.0%0.06%
-5.0%
Q1 2023$916,990
-2.2%
3,845
+1.7%
0.06%
-14.3%
Q4 2022$937,320
+28.0%
3,779
+15.5%
0.07%
-1.4%
Q3 2022$732,000
-8.6%
3,272
-3.8%
0.07%
-6.6%
Q2 2022$801,000
-12.8%
3,400
-5.9%
0.08%
+5.6%
Q1 2022$919,000
-4.5%
3,6120.0%0.07%
-1.4%
Q4 2021$962,000
+237.5%
3,612
+213.0%
0.07%
+143.3%
Q3 2021$285,000
-21.9%
1,154
-21.8%
0.03%
+20.0%
Q2 2021$365,000
-18.0%
1,475
-24.1%
0.02%
-28.6%
Q1 2021$445,000
+7.0%
1,944
+4.5%
0.04%
+6.1%
Q4 2020$416,000
-82.7%
1,861
-84.2%
0.03%
-82.2%
Q3 2020$2,403,000
-0.5%
11,778
-6.1%
0.18%
-1.1%
Q2 2020$2,414,000
+14.6%
12,541
-1.3%
0.19%
-26.1%
Q1 2020$2,107,000
-22.9%
12,701
-11.0%
0.25%
+134.3%
Q4 2019$2,732,000
+15.5%
14,277
+1.2%
0.11%
-55.9%
Q3 2019$2,366,000
+0.1%
14,111
+3.8%
0.24%
+2.5%
Q2 2019$2,364,000
+18.3%
13,591
+17.3%
0.24%
+8.6%
Q1 2019$1,998,000
+14.3%
11,584
+6.4%
0.22%
+0.9%
Q4 2018$1,748,000
-11.5%
10,884
-0.6%
0.22%
+1.9%
Q3 2018$1,976,000
+17.6%
10,951
+3.8%
0.21%
+75.4%
Q2 2018$1,680,000
+1.7%
10,554
-1.9%
0.12%
-4.7%
Q1 2018$1,652,000
+18.7%
10,758
+19.1%
0.13%
+18.5%
Q4 2017$1,392,000
+11.0%
9,031
+9.7%
0.11%
-2.7%
Q3 2017$1,254,000
+22.9%
8,236
+10.6%
0.11%
-29.3%
Q2 2017$1,020,0000.0%7,4500.0%0.16%
+51.0%
Q1 2017$1,020,000
+270.9%
7,450
+243.0%
0.10%
+197.1%
Q4 2016$275,0002,1720.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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