Graves Light Lenhart Wealth, Inc. - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

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Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$567,531
-3.4%
2,3990.0%0.08%
-2.5%
Q2 2023$587,323
+2.7%
2,3990.0%0.08%
-11.2%
Q1 2023$572,066
-2.8%
2,399
+1.1%
0.09%
-2.2%
Q4 2022$588,623
+10.9%
2,3730.0%0.09%
+2.2%
Q3 2022$531,000
-0.7%
2,373
+4.4%
0.09%
+8.5%
Q2 2022$535,000
-7.3%
2,273
+0.3%
0.08%
+1.2%
Q1 2022$577,000
-4.5%
2,2670.0%0.08%
-5.8%
Q4 2021$604,000
+7.9%
2,2670.0%0.09%
-2.3%
Q3 2021$560,000
+19.1%
2,267
+19.2%
0.09%
+17.3%
Q2 2021$470,000
+8.0%
1,9020.0%0.08%0.0%
Q1 2021$435,000
+24.6%
1,902
+22.1%
0.08%
+15.4%
Q4 2020$349,000
+9.7%
1,5580.0%0.06%
-7.1%
Q3 2020$318,000
+6.0%
1,5580.0%0.07%0.0%
Q2 2020$300,000
+15.8%
1,5580.0%0.07%0.0%
Q1 2020$259,000
-13.4%
1,5580.0%0.07%
+11.1%
Q4 2019$299,000
+9.1%
1,5580.0%0.06%
+5.0%
Q3 2019$274,000
+1.1%
1,5580.0%0.06%
-4.8%
Q2 2019$271,000
+0.7%
1,5580.0%0.06%
-6.0%
Q1 2019$269,000
+8.5%
1,558
+0.8%
0.07%
-8.2%
Q4 2018$248,000–1,546–0.07%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders