Steward Partners Investment Advisory, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,486,098
-3.7%
19,082
+0.3%
0.07%
-1.4%
Q2 2023$4,656,598
-10.1%
19,020
-12.5%
0.07%
-15.7%
Q1 2023$5,180,955
-2.0%
21,727
+1.9%
0.08%
-7.8%
Q4 2022$5,288,847
-26.2%
21,322
-33.4%
0.09%
-32.8%
Q3 2022$7,166,000
+18.9%
32,035
+25.2%
0.13%
+21.8%
Q2 2022$6,027,000
-8.9%
25,592
-1.6%
0.11%
+7.8%
Q1 2022$6,616,000
+50.3%
26,008
+57.4%
0.10%
+52.2%
Q4 2021$4,403,000
+17.7%
16,527
+9.2%
0.07%
+4.7%
Q3 2021$3,742,000
+3.7%
15,138
+3.6%
0.06%
+4.9%
Q2 2021$3,610,000
-100.0%
14,608
-60.5%
0.06%
-17.6%
Q1 2021$8,462,006,000
+290191.8%
36,992
+183.9%
0.07%
+17.5%
Q4 2020$2,915,000
-27.9%
13,031
-34.3%
0.06%
-38.2%
Q3 2020$4,044,000
+10.2%
19,824
+4.0%
0.10%
-2.9%
Q2 2020$3,671,000
+11.5%
19,054
-3.8%
0.10%
-12.5%
Q1 2020$3,291,000
-2.5%
19,816
+12.6%
0.12%
+20.0%
Q4 2019$3,375,000
+25.8%
17,603
+10.0%
0.10%
+11.1%
Q3 2019$2,682,000
+42.7%
15,999
+48.0%
0.09%
+30.4%
Q2 2019$1,879,000
+20.4%
10,807
+19.4%
0.07%
+4.5%
Q1 2019$1,561,000
+7.1%
9,050
-0.3%
0.07%
-7.0%
Q4 2018$1,457,000
-16.1%
9,077
-5.7%
0.07%
-14.5%
Q3 2018$1,737,000
-62.7%
9,629
-67.1%
0.08%
-70.1%
Q2 2018$4,653,000
+14.9%
29,240
+10.8%
0.28%
+0.4%
Q1 2018$4,050,000
+13.1%
26,379
+13.6%
0.28%
+1.1%
Q4 2017$3,580,000
+2.9%
23,227
+1.6%
0.27%
-22.6%
Q3 2017$3,480,000
+6.7%
22,855
+3.3%
0.35%
-3.3%
Q2 2017$3,261,000
+29.8%
22,129
+21.4%
0.37%
-3.7%
Q1 2017$2,512,00018,2310.38%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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