Campbell Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Campbell Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$578,000
+8.9%
2,526
+6.4%
0.08%
+2.6%
Q4 2020$531,000
+5.6%
2,374
-3.7%
0.08%
-6.1%
Q3 2020$503,000
+8.2%
2,465
+2.2%
0.08%
+1.2%
Q2 2020$465,000
+18.6%
2,411
+2.2%
0.08%
-5.8%
Q1 2020$392,000
+13.0%
2,359
+30.3%
0.09%
+22.9%
Q4 2019$347,000
+17.2%
1,811
+2.8%
0.07%
+6.1%
Q3 2019$296,000
+18.4%
1,762
+22.8%
0.07%
+10.0%
Q2 2019$250,0001,4350.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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