Allied Investment Advisors, 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
Allied Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$29,292,520
-1.3%
124,596
+2.8%
8.76%
+1.9%
Q2 2023$29,681,242
+5.6%
121,237
+2.8%
8.60%
-1.3%
Q1 2023$28,111,096
-1.3%
117,886
+2.7%
8.71%
-2.2%
Q4 2022$28,468,947
+13.6%
114,771
+2.4%
8.90%
-4.8%
Q3 2022$25,071,000
-3.0%
112,073
+2.1%
9.35%
+0.9%
Q2 2022$25,847,000
-5.4%
109,753
+2.2%
9.27%
+4.2%
Q1 2022$27,327,000
+3.7%
107,427
+8.6%
8.90%
-1.2%
Q4 2021$26,342,000
+8.9%
98,875
+1.0%
9.01%
-1.5%
Q3 2021$24,187,000
-0.7%
97,859
-0.7%
9.15%
-0.3%
Q2 2021$24,365,000
+11.6%
98,593
+3.3%
9.18%
-1.8%
Q1 2021$21,825,000
+4.6%
95,411
+2.3%
9.35%
-6.7%
Q4 2020$20,856,000
+8.1%
93,221
-1.4%
10.02%
-3.4%
Q3 2020$19,287,000
+5.0%
94,546
-0.9%
10.38%
-2.0%
Q2 2020$18,371,000
+19.6%
95,358
+3.1%
10.58%
-4.6%
Q1 2020$15,357,000
+1.9%
92,461
+17.7%
11.09%
+24.6%
Q4 2019$15,068,000
+16.5%
78,584
+1.9%
8.90%
+6.9%
Q3 2019$12,933,000
-0.9%
77,130
+2.8%
8.33%
-4.8%
Q2 2019$13,047,000
+2.9%
75,007
+2.0%
8.75%
-0.5%
Q1 2019$12,678,000
+9.1%
73,502
+1.6%
8.79%
-8.4%
Q4 2018$11,619,000
-5.1%
72,345
+6.6%
9.60%
+5.5%
Q3 2018$12,241,000
+18.9%
67,850
+4.9%
9.09%
+8.4%
Q2 2018$10,296,000
+4.9%
64,697
+1.2%
8.39%
+3.7%
Q1 2018$9,818,000
+8.2%
63,950
+8.6%
8.08%
+5.7%
Q4 2017$9,075,00058,8747.65%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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