Smart Money Group LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 598 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.

Quarter-by-quarter ownership
Smart Money Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$405,240
+7.4%
1,475
+0.1%
0.14%
-1.4%
Q1 2024$377,385
-2.2%
1,474
-4.3%
0.15%
-12.5%
Q4 2023$386,070
+2.1%
1,540
-4.3%
0.17%
-6.7%
Q3 2023$378,191
-91.1%
1,609
-90.7%
0.18%
-91.1%
Q2 2023$4,231,944
+0.1%
17,286
+0.5%
2.02%
-4.9%
Q1 2023$4,227,702
+130465.2%
17,204
+31.8%
2.12%
+25.6%
Q4 2022$3,238
-99.9%
13,054
+9.7%
1.69%
-6.9%
Q3 2022$2,663,000
+0.0%
11,903
+5.3%
1.82%
-1.7%
Q2 2022$2,662,000
+1.5%
11,304
+9.7%
1.85%
+4.9%
Q1 2022$2,622,000
+188.4%
10,309
+202.0%
1.76%
+203.1%
Q4 2021$909,000
+188.6%
3,414
+168.0%
0.58%
+153.7%
Q3 2021$315,000
+30.2%
1,274
+1.4%
0.23%
-17.3%
Q2 2021$242,000
-16.3%
1,256
-0.5%
0.28%
+14.9%
Q1 2021$289,000
+2.1%
1,262
-0.2%
0.24%
+1.3%
Q4 2020$283,000
+10.1%
1,265
+0.4%
0.24%
+114.4%
Q3 2020$257,000
+6.2%
1,260
+0.3%
0.11%
-22.4%
Q2 2020$242,000
+16.3%
1,256
+0.4%
0.14%
-2.1%
Q1 2020$208,000
-13.0%
1,251
+0.3%
0.15%
+4.3%
Q4 2019$239,000
+14.9%
1,247
+0.7%
0.14%
-16.2%
Q3 2019$208,000
-3.3%
1,2380.0%0.17%
-6.2%
Q2 2019$215,000
+1.4%
1,238
+0.7%
0.18%
-3.8%
Q1 2019$212,000
-3.6%
1,230
+1.1%
0.18%
-7.5%
Q3 2018$220,0001,2170.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders