Global Retirement Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 387 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$533,707
+23.4%
2,006
+25.5%
0.02%
+6.2%
Q1 2024$432,488
+8.9%
1,599
+3.0%
0.02%
-5.9%
Q4 2023$397,021
+18.3%
1,552
+7.6%
0.02%0.0%
Q3 2023$335,720
+8.8%
1,443
+14.4%
0.02%
+13.3%
Q2 2023$308,634
-0.3%
1,261
+0.2%
0.02%
-6.2%
Q1 2023$309,466
+1.4%
1,259
+2.4%
0.02%
-23.8%
Q4 2022$305,062
+27.1%
1,230
+24.2%
0.02%
+16.7%
Q3 2022$240,000
+4.3%
990
+1.2%
0.02%0.0%
Q2 2022$230,000
-1.7%
978
+0.2%
0.02%0.0%
Q1 2022$234,000
+60.3%
976
+64.9%
0.02%
+28.6%
Q3 2021$146,0000.0%5920.0%0.01%
-6.7%
Q2 2021$146,000
+6.6%
592
-1.3%
0.02%
-6.2%
Q1 2021$137,000
-36.6%
600
-38.0%
0.02%
-40.7%
Q4 2020$216,000
-18.2%
968
-25.2%
0.03%
-30.8%
Q3 2020$264,000
+7.8%
1,294
+1.8%
0.04%0.0%
Q2 2020$245,000
+7.0%
1,271
-7.9%
0.04%
-9.3%
Q1 2020$229,000
-14.2%
1,380
-1.0%
0.04%
+4.9%
Q4 2019$267,000
+43.5%
1,394
+25.5%
0.04%
+32.3%
Q3 2019$186,000
-25.3%
1,111
-22.5%
0.03%
-35.4%
Q2 2019$249,000
+81.8%
1,434
+80.6%
0.05%
+45.5%
Q1 2019$137,000
+9.6%
794
+2.1%
0.03%
+3.1%
Q4 2018$125,000
-54.4%
778
-48.7%
0.03%
-48.4%
Q3 2018$274,000
-6.2%
1,518
-17.3%
0.06%
-16.2%
Q2 2018$292,000
-14.4%
1,836
-17.3%
0.07%
-21.3%
Q1 2018$341,000
+30.2%
2,219
+30.5%
0.09%
+30.6%
Q4 2017$262,000
+948.0%
1,701
+930.9%
0.07%
+620.0%
Q3 2017$25,000
+150.0%
165
+153.8%
0.01%
+100.0%
Q2 2017$10,000
+400.0%
65
+333.3%
0.01%
+400.0%
Q1 2017$2,000
-99.7%
15
-99.7%
0.00%
-99.7%
Q4 2016$581,0004,5830.39%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
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