Geneos Wealth Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$551,321
-24.6%
2,345
-21.5%
0.03%
-26.3%
Q2 2023$730,978
+2.6%
2,986
-0.0%
0.04%
-11.6%
Q1 2023$712,200
+2.3%
2,987
+6.5%
0.04%
+2.4%
Q4 2022$695,929
+264.4%
2,806
+227.8%
0.04%
+223.1%
Q3 2022$191,000
-25.7%
856
-20.6%
0.01%0.0%
Q2 2022$257,000
-1.2%
1,078
+5.4%
0.01%
+18.2%
Q1 2022$260,000
-81.0%
1,023
-80.1%
0.01%
-78.8%
Q4 2021$1,371,000
-78.8%
5,149
-80.3%
0.05%
-79.0%
Q3 2021$6,463,000
-1.6%
26,093
-0.3%
0.25%
-3.1%
Q2 2021$6,567,000
-19.7%
26,170
-23.8%
0.26%
+12.3%
Q1 2021$8,182,000
+33.5%
34,345
-2.2%
0.23%
-7.3%
Q4 2020$6,127,000
-37.8%
35,132
-28.9%
0.25%
-51.8%
Q3 2020$9,845,000
+7.3%
49,417
+1.2%
0.51%0.0%
Q2 2020$9,178,000
+14.2%
48,817
-2.9%
0.51%
-5.6%
Q1 2020$8,036,000
-17.6%
50,260
-0.8%
0.54%
+3.6%
Q4 2019$9,756,000
+45.6%
50,656
+25.7%
0.52%
+30.2%
Q3 2019$6,700,000
-5.9%
40,303
-1.6%
0.40%
-9.5%
Q2 2019$7,122,000
+10.1%
40,945
+9.2%
0.44%
+3.5%
Q1 2019$6,467,000
+11.0%
37,499
+1.8%
0.43%
-0.9%
Q4 2018$5,826,000
-11.3%
36,818
+1.1%
0.43%
-1.4%
Q3 2018$6,568,000
+7363.6%
36,410
+6472.2%
0.44%
+6142.9%
Q2 2018$88,000
-24.1%
554
-27.0%
0.01%
-30.0%
Q1 2018$116,0000.0%7590.0%0.01%0.0%
Q4 2017$116,000
-1.7%
759
-2.4%
0.01%
-16.7%
Q3 2017$118,000
-11.3%
778
-14.4%
0.01%
-14.3%
Q2 2017$133,000
-16.9%
909
-21.8%
0.01%
-17.6%
Q1 2017$160,000
+7.4%
1,162
-1.7%
0.02%
-15.0%
Q4 2016$149,000
-49.0%
1,182
-46.3%
0.02%
-48.7%
Q3 2016$292,000
-24.9%
2,202
-25.7%
0.04%
-30.4%
Q2 2016$389,000
+1.0%
2,963
-4.0%
0.06%
-5.1%
Q1 2016$385,0003,0870.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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