Tower View Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,364
-7.5%
5,801
-3.6%
0.96%
-4.2%
Q2 2023$1,474
-15.3%
6,020
-17.5%
1.00%
-14.5%
Q1 2023$1,741
-3.0%
7,301
+0.9%
1.17%
-6.2%
Q4 2022$1,795
-99.9%
7,238
+0.4%
1.25%
+1.7%
Q3 2022$1,613,000
-4.9%
7,209
+0.0%
1.23%
-1.6%
Q2 2022$1,697,000
-7.0%
7,206
+0.5%
1.25%
+27.1%
Q1 2022$1,824,000
-2.4%
7,170
+2.2%
0.98%
+3.0%
Q4 2021$1,868,000
+5.6%
7,013
-2.0%
0.95%
-3.0%
Q3 2021$1,769,000
-0.5%
7,155
-0.6%
0.98%
+9.0%
Q2 2021$1,778,000
+7.8%
7,195
-0.3%
0.90%
-0.3%
Q1 2021$1,650,000
-2.0%
7,214
-4.1%
0.90%
-5.6%
Q4 2020$1,683,000
+8.2%
7,523
-1.4%
0.96%
-5.5%
Q3 2020$1,556,000
+9.3%
7,630
+3.3%
1.01%
-2.7%
Q2 2020$1,423,000
+90.8%
7,386
+64.4%
1.04%
+54.7%
Q1 2020$746,000
-17.1%
4,493
-4.3%
0.67%
-1.3%
Q4 2019$900,000
+11.0%
4,693
-3.0%
0.68%
+1.9%
Q3 2019$811,000
-20.9%
4,838
-17.9%
0.67%
-23.5%
Q2 2019$1,025,000
-7.2%
5,893
-8.0%
0.88%
-10.8%
Q1 2019$1,105,000
+7.4%
6,4080.0%0.98%
-7.7%
Q4 2018$1,029,000
+404.4%
6,408
+465.6%
1.06%
+497.2%
Q3 2018$204,000
+14.0%
1,133
+0.7%
0.18%
+5.3%
Q2 2018$179,000
+3.5%
1,1250.0%0.17%
-2.3%
Q1 2018$173,000
-13.9%
1,125
-13.7%
0.17%
-6.5%
Q4 2017$201,0001,3030.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
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%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders