Aevitas Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Aevitas Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$3,637,326
+11.1%
14,664
+0.2%
2.15%
-12.5%
Q3 2022$3,273,000
-6.5%
14,632
-1.5%
2.46%
+3.8%
Q2 2022$3,500,000
-8.1%
14,860
-0.7%
2.37%
+1.8%
Q1 2022$3,807,000
-24.5%
14,966
-20.9%
2.33%
-22.5%
Q4 2021$5,040,000
+3.5%
18,919
-4.0%
3.00%
-3.3%
Q3 2021$4,869,000
+0.0%
19,7000.0%3.11%
-0.1%
Q2 2021$4,868,000
+7.7%
19,700
-0.3%
3.11%
-1.4%
Q1 2021$4,521,000
+2.3%
19,763
+0.0%
3.15%
-2.6%
Q4 2020$4,420,000
+9.1%
19,756
-0.5%
3.24%
-3.0%
Q3 2020$4,051,000
+5.7%
19,862
-0.1%
3.34%
-5.8%
Q2 2020$3,832,000
+19.5%
19,888
+3.0%
3.54%
-1.3%
Q1 2020$3,206,000
-15.3%
19,304
-2.2%
3.59%
+0.8%
Q4 2019$3,786,000
+9.6%
19,745
-4.2%
3.56%
+2.8%
Q3 2019$3,455,000
-8.6%
20,602
-5.2%
3.46%
-9.0%
Q2 2019$3,779,000
-7.1%
21,727
-7.9%
3.80%
+5.0%
Q1 2019$4,068,000
+7.9%
23,589
+0.5%
3.62%
-6.0%
Q4 2018$3,770,000
-4.0%
23,473
+7.8%
3.86%
+8.4%
Q3 2018$3,929,000
+14.0%
21,781
+0.6%
3.56%
+6.1%
Q2 2018$3,445,000
+4.8%
21,649
+1.1%
3.35%
+2.1%
Q1 2018$3,287,000
-4.4%
21,407
-4.0%
3.28%
+0.6%
Q4 2017$3,439,00022,3093.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 605,489$61,215,0007.24%
Beacon Capital Management, Inc. 230,944$23,349,0006.98%
New England Investment & Retirement Group, Inc. 108,576$10,977,0006.83%
WBH ADVISORY INC 230,206$23,274,0004.70%
Richard C. Young & CO., LTD. 201,537$20,375,0004.42%
NewFocus Financial Group, LLC 43,270$4,375,0003.69%
Main Management LLC 134,168$13,564,0003.23%
NIEMANN CAPITAL MANAGEMENT INC 31,558$3,190,554,0002.20%
IMA Wealth, Inc. 36,230$3,663,0001.74%
RAND WEALTH, LLC 94,725$9,577,0001.70%
View complete list of VANGUARD WORLD FDS shareholders