Retirement Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$47,020
-12.3%
200
-8.7%
0.02%
-9.1%
Q2 2023$53,616
+111600.0%
219
+9.5%
0.02%0.0%
Q1 2023$48
-4.0%
2000.0%0.02%
-8.3%
Q4 2022$50
-99.9%
2000.0%0.02%
+26.3%
Q2 2022$47,000
-7.8%
2000.0%0.02%
-5.0%
Q1 2022$51,000
-3.8%
2000.0%0.02%
-13.0%
Q4 2021$53,000
+8.2%
2000.0%0.02%0.0%
Q3 2021$49,0000.0%2000.0%0.02%
-4.2%
Q2 2021$49,000
+6.5%
2000.0%0.02%
+14.3%
Q1 2021$46,000
+4.5%
2000.0%0.02%
+5.0%
Q4 2020$44,000
+4.8%
200
-2.4%
0.02%
-16.7%
Q3 2020$42,000
+4100.0%
205
+4000.0%
0.02%
+2300.0%
Q2 2020$1,00050.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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