Kore Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$848,000
+5.7%
3,790
+11.3%
0.15%
+23.4%
Q2 2022$802,000
+86.5%
3,405
+101.5%
0.12%
+129.6%
Q1 2022$430,000
+17.2%
1,690
+22.6%
0.05%
+20.0%
Q4 2021$367,000
-90.3%
1,379
-91.0%
0.04%
-88.7%
Q3 2021$3,797,000
+64.7%
15,363
+64.6%
0.40%
+54.1%
Q2 2021$2,306,000
+61.7%
9,332
+49.7%
0.26%
+34.9%
Q1 2021$1,426,000
+43.0%
6,232
+39.9%
0.19%
+24.7%
Q4 2020$997,000
+43.0%
4,455
+30.3%
0.15%
+14.1%
Q3 2020$697,000
+8.4%
3,418
+2.4%
0.14%
+3.1%
Q2 2020$643,000
+90.2%
3,338
+64.0%
0.13%
+61.7%
Q1 2020$338,000
-81.8%
2,035
-79.0%
0.08%
-77.1%
Q4 2019$1,862,000
+64.2%
9,709
+41.8%
0.35%
+38.8%
Q3 2019$1,134,000
-27.5%
6,846
-23.9%
0.26%
-27.8%
Q2 2019$1,565,000
+54.2%
8,999
+53.0%
0.35%
+54.8%
Q1 2019$1,015,000
+3.2%
5,882
-4.0%
0.23%
-15.6%
Q4 2018$984,0006,1300.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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