LIBERTY WEALTH MANAGEMENT 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 Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,731
-99.9%
7,363
+1.9%
0.43%
-1.4%
Q2 2023$1,767,546
+4.3%
7,223
+1.6%
0.44%
+24.9%
Q1 2023$1,694,682
+86.0%
7,107
+74.4%
0.35%
+44.0%
Q3 2022$911,000
+1.1%
4,074
+6.5%
0.24%
-33.4%
Q2 2022$901,000
-5.8%
3,827
+1.8%
0.36%
+5.8%
Q1 2022$956,000
-0.7%
3,759
+3.8%
0.34%
+721.4%
Q4 2021$963,000
-3.8%
3,620
-10.2%
0.04%
-88.2%
Q3 2021$1,001,000
+16.9%
4,030
+11.7%
0.36%
+7.2%
Q2 2021$856,000
+14.4%
3,609
+11.1%
0.33%
-8.8%
Q1 2021$748,0000.0%3,2490.0%0.36%
-0.3%
Q4 2020$748,000
+18.2%
3,249
+4.7%
0.37%
-1.9%
Q3 2020$633,000
+12.8%
3,103
+6.6%
0.37%
-5.6%
Q2 2020$561,000
+47.2%
2,911
+27.0%
0.40%
+18.6%
Q1 2020$381,000
-28.7%
2,292
-17.6%
0.33%
-20.9%
Q4 2019$534,000
+8.8%
2,783
-5.0%
0.42%
-9.5%
Q3 2019$491,000
-3.7%
2,9290.0%0.46%
+4.0%
Q2 2019$510,000
-0.2%
2,929
-1.3%
0.45%
+16.1%
Q1 2019$511,000
+7.6%
2,968
+0.2%
0.38%
+8.8%
Q4 2018$475,0002,9630.35%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders