Western Wealth Management, LLC - VANGUARD WORLD FDS ownership

Back to all holdings Add to watchlist

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%.

Links
Filings
External links
Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$488,063
-5.7%
2,076
-1.8%
0.04%
-6.8%
Q2 2023$517,550
-33.0%
2,114
-34.8%
0.04%
-38.9%
Q1 2023$772,812
+6.1%
3,241
+10.4%
0.07%
-2.7%
Q4 2022$728,457
-0.3%
2,936
-10.2%
0.07%
+76.2%
Q3 2022$731,000
+1.1%
3,269
+6.5%
0.04%0.0%
Q2 2022$723,000
-15.7%
3,069
-8.9%
0.04%0.0%
Q1 2022$858,000
+81.4%
3,370
+90.5%
0.04%
-10.6%
Q4 2021$473,000
+36.7%
1,769
+26.9%
0.05%
+30.6%
Q2 2021$346,000
+8.5%
1,394
-0.1%
0.04%
-16.3%
Q1 2021$319,000
+6.0%
1,395
+3.9%
0.04%
-2.3%
Q4 2020$301,000
+12.3%
1,343
+2.2%
0.04%0.0%
Q3 2020$268,000
+5.9%
1,314
-0.2%
0.04%
-4.3%
Q2 2020$253,000
+18.2%
1,316
+2.3%
0.05%
-6.1%
Q1 2020$214,000
+0.9%
1,287
+6.2%
0.05%
+75.0%
Q2 2019$212,000
-7.8%
1,212
-8.7%
0.03%
-45.1%
Q1 2019$230,000–1,328–0.05%–
 Download
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