Prestige Wealth Management Group LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,923
-92.8%
59
-92.5%
0.00%
-93.5%
Q2 2023$193,856
+1254.9%
789
+1215.0%
0.05%
+1050.0%
Q1 2023$14,308
-5.4%
60
-1.6%
0.00%0.0%
Q4 2022$15,131
+16.4%
61
+1.7%
0.00%0.0%
Q3 2022$13,000
-7.1%
600.0%0.00%0.0%
Q2 2022$14,000
-6.7%
600.0%0.00%0.0%
Q1 2022$15,000
-6.2%
600.0%0.00%0.0%
Q4 2021$16,000
+6.7%
600.0%0.00%0.0%
Q3 2021$15,000
+15.4%
60
+15.4%
0.00%
+33.3%
Q2 2021$13,000
-7.1%
52
-13.3%
0.00%
-25.0%
Q1 2021$14,000
+7.7%
600.0%0.00%0.0%
Q4 2020$13,000
+18.2%
60
+15.4%
0.00%
+33.3%
Q3 2020$11,000
+10.0%
520.0%0.00%
-25.0%
Q2 2020$10,000
-52.4%
52
-58.4%
0.00%
-55.6%
Q1 2020$21,000
-12.5%
1250.0%0.01%
-30.8%
Q4 2019$24,000
+14.3%
1250.0%0.01%
+8.3%
Q3 2019$21,0001250.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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