HHM Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$161,811
-16.1%
390
-10.6%
0.03%
-11.1%
Q2 2023$192,782
+35.9%
436
+18.5%
0.04%
+24.1%
Q1 2023$141,853
+49.0%
368
+23.5%
0.03%
+31.8%
Q4 2022$95,184
+4659.2%
298
+3625.0%
0.02%
+2100.0%
Q3 2022$2,000
-33.3%
80.0%0.00%0.0%
Q2 2022$3,0000.0%80.0%0.00%0.0%
Q1 2022$3,000
-25.0%
80.0%0.00%0.0%
Q4 2021$4,000
+33.3%
80.0%0.00%0.0%
Q3 2021$3,0000.0%80.0%0.00%0.0%
Q2 2021$3,0000.0%80.0%0.00%0.0%
Q1 2021$3,000
-66.7%
8
-66.7%
0.00%
-66.7%
Q4 2020$9,000
-91.3%
24
-92.8%
0.00%
-92.9%
Q3 2020$104,000
+13.0%
333
+0.9%
0.04%
+10.5%
Q2 2020$92,000
+31.4%
330
+0.3%
0.04%
+11.8%
Q1 2020$70,0003290.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders