RBA 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
RBA Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$967,449
-7.0%
4,115
-3.2%
0.47%
-3.9%
Q2 2023$1,040,498
+0.4%
4,250
-2.2%
0.48%
-6.0%
Q1 2023$1,036,598
-0.9%
4,347
+3.1%
0.52%
-5.8%
Q4 2022$1,045,540
+17.2%
4,215
+5.7%
0.55%
+6.6%
Q3 2022$892,000
-2.5%
3,986
+2.5%
0.51%
+1.4%
Q2 2022$915,000
-9.0%
3,887
-1.7%
0.51%
+5.0%
Q1 2022$1,006,000
-4.2%
3,955
+0.4%
0.48%
-2.6%
Q4 2021$1,050,000
+17.4%
3,940
-1.5%
0.50%
-8.0%
Q4 2020$894,000
+13.7%
3,998
+3.8%
0.54%
+1.5%
Q3 2020$786,000
+6.9%
3,852
+0.9%
0.53%
-0.7%
Q2 2020$735,000
+18.9%
3,816
+2.6%
0.54%0.0%
Q1 2020$618,0003,7200.54%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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