Realta Investment Advisors - 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
Realta Investment Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,089,8070.0%8,5360.0%0.48%
+5.0%
Q2 2023$2,089,807
+2.6%
8,536
-0.1%
0.46%
-7.7%
Q1 2023$2,037,663
-2.5%
8,545
+1.5%
0.50%
-2.8%
Q4 2022$2,088,853
+10.1%
8,421
-0.7%
0.51%
+2.4%
Q3 2022$1,897,000
-1.0%
8,478
+5.5%
0.50%
+5.7%
Q2 2022$1,917,000
+36.9%
8,038
+46.0%
0.47%
+68.5%
Q1 2022$1,400,000
-17.2%
5,505
-13.3%
0.28%
-25.0%
Q4 2021$1,691,000
+12.0%
6,347
+3.9%
0.37%
+4.5%
Q3 2021$1,510,000
+1.3%
6,108
+1.3%
0.36%
+0.8%
Q2 2021$1,490,000
+15.8%
6,031
+7.2%
0.35%
+4.1%
Q1 2021$1,287,000
+283.0%
5,624
+274.9%
0.34%
+256.8%
Q4 2020$336,0001,5000.10%
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