KMG FIDUCIARY PARTNERS, 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
KMG FIDUCIARY PARTNERS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$268,249
-5.2%
1,141
-1.3%
0.04%
-5.4%
Q2 2023$283,012
+1.7%
1,156
-0.9%
0.04%
-7.5%
Q1 2023$278,283
-3.8%
1,167
+0.1%
0.04%
-14.9%
Q4 2022$289,226
+11.7%
1,166
+0.7%
0.05%
-6.0%
Q3 2022$259,000
-2.6%
1,158
+2.7%
0.05%0.0%
Q2 2022$266,000
-6.7%
1,128
+0.8%
0.05%
+8.7%
Q1 2022$285,000
-4.4%
1,119
+0.2%
0.05%0.0%
Q4 2021$298,000
+10.8%
1,117
+2.5%
0.05%0.0%
Q3 2021$269,000
+9.8%
1,090
+9.8%
0.05%
+7.0%
Q2 2021$245,0009930.04%
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