Doyle Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Doyle Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$856,000
-6.4%
3,828
-1.4%
0.07%0.0%
Q2 2022$915,000
-7.5%
3,884
-0.1%
0.07%
+4.2%
Q1 2022$989,000
-4.5%
3,8880.0%0.07%
-4.1%
Q4 2021$1,036,000
+6.3%
3,888
-1.4%
0.07%
-5.1%
Q3 2021$975,000
-2.6%
3,944
-2.6%
0.08%
-6.0%
Q2 2021$1,001,000
+8.1%
4,049
+0.0%
0.08%
-6.7%
Q1 2021$926,000
+36.6%
4,047
+33.5%
0.09%
+29.0%
Q4 2020$678,000
+14.9%
3,032
+4.9%
0.07%0.0%
Q3 2020$590,000
+5.0%
2,891
-0.8%
0.07%
-6.8%
Q2 2020$562,000
+16.8%
2,915
+0.6%
0.07%
-2.6%
Q1 2020$481,000
-13.3%
2,898
+0.0%
0.08%
+10.1%
Q4 2019$555,000
+9.5%
2,897
-4.2%
0.07%
-1.4%
Q3 2019$507,000
-3.6%
3,0250.0%0.07%
-4.1%
Q2 2019$526,000
+5.0%
3,025
+0.9%
0.07%0.0%
Q1 2019$501,000
+46.1%
2,997
+40.2%
0.07%
+25.9%
Q4 2018$343,000
+9.2%
2,138
+22.9%
0.06%
+18.4%
Q3 2018$314,000
+13.8%
1,739
+0.2%
0.05%
+6.5%
Q2 2018$276,000
-2.5%
1,736
-5.7%
0.05%
-4.2%
Q1 2018$283,000
+6.0%
1,841
+6.1%
0.05%
+6.7%
Q4 2017$267,000
+26.5%
1,735
+25.2%
0.04%
+21.6%
Q3 2017$211,000
+3.4%
1,386
+0.1%
0.04%
-2.6%
Q2 2017$204,0001,3850.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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