Poehling Capital Management, INC. - 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
Poehling Capital Management, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$206,000
+2.5%
9000.0%0.07%
-10.0%
Q4 2020$201,000
-53.0%
900
-57.1%
0.08%
-63.6%
Q3 2020$428,000
-24.6%
2,100
-28.8%
0.22%
-27.9%
Q2 2020$568,000
-27.2%
2,950
-37.2%
0.30%
-46.7%
Q1 2020$780,000
+1118.8%
4,697
+1074.2%
0.57%
+921.4%
Q2 2018$64,000
+4.9%
4000.0%0.06%
+14.3%
Q1 2018$61,000
-1.6%
4000.0%0.05%
-7.5%
Q4 2017$62,0004000.05%
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