Global Trust Asset Management, LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 404 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.

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Quarter-by-quarter ownership
Global Trust Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$4,953
-1.7%
190.0%0.00%0.0%
Q1 2024$5,037
+8.2%
190.0%0.00%0.0%
Q4 2023$4,654
+7.4%
19
+5.6%
0.00%0.0%
Q3 2023$4,333
-3.6%
180.0%0.00%0.0%
Q2 2023$4,496
+2.7%
180.0%0.00%0.0%
Q1 2023$4,379
-3.5%
180.0%0.00%0.0%
Q4 2022$4,540
-98.1%
18
-98.0%
0.00%
-97.9%
Q4 2021$244,000
+6000.0%
918
+5000.0%
0.10%
+4700.0%
Q3 2021$4,0000.0%180.0%0.00%0.0%
Q2 2021$4,0000.0%180.0%0.00%0.0%
Q1 2021$4,0000.0%180.0%0.00%0.0%
Q4 2020$4,0000.0%180.0%0.00%
-33.3%
Q3 2020$4,000
+33.3%
180.0%0.00%
+50.0%
Q2 2020$3,0000.0%180.0%0.00%0.0%
Q1 2020$3,000
-99.1%
18
-98.9%
0.00%
-99.0%
Q4 2019$326,000
+10766.7%
1,700
+9900.0%
0.20%
+9700.0%
Q3 2019$3,000
-99.6%
17
-99.6%
0.00%
-99.6%
Q2 2019$721,000
+23933.3%
4,144
+24276.5%
0.48%
+24050.0%
Q1 2019$3,0000.0%170.0%0.00%
-33.3%
Q4 2018$3,0000.0%170.0%0.00%
+50.0%
Q3 2018$3,0000.0%170.0%0.00%0.0%
Q2 2018$3,0000.0%170.0%0.00%0.0%
Q1 2018$3,000–17–0.00%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
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