Williams Jones 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
Williams Jones Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$927,234
+13.2%
3,944
+17.8%
0.01%
+16.7%
Q2 2023$819,413
+2.7%
3,3470.0%0.01%
-7.7%
Q1 2023$798,126
+7.6%
3,347
+11.9%
0.01%
+8.3%
Q4 2022$741,918
+10.9%
2,9910.0%0.01%0.0%
Q3 2022$669,000
-5.0%
2,9910.0%0.01%
+9.1%
Q2 2022$704,000
-7.5%
2,9910.0%0.01%0.0%
Q1 2022$761,000
+10.0%
2,991
+15.2%
0.01%
+22.2%
Q4 2021$692,000
+7.8%
2,5970.0%0.01%0.0%
Q3 2021$642,000
-8.3%
2,597
-8.3%
0.01%
-10.0%
Q2 2021$700,000
+12.2%
2,832
+3.9%
0.01%0.0%
Q1 2021$624,000
+2.3%
2,7270.0%0.01%0.0%
Q4 2020$610,000
+3.7%
2,727
-5.4%
0.01%
-9.1%
Q3 2020$588,000
+13.1%
2,882
+6.8%
0.01%0.0%
Q2 2020$520,000
-16.0%
2,699
-27.6%
0.01%
-31.2%
Q1 2020$619,000
-13.4%
3,7290.0%0.02%
+14.3%
Q4 2019$715,000
+14.8%
3,729
+0.4%
0.01%
+7.7%
Q3 2019$623,0003,7150.01%
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