ATTICUS WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$138,848
-13.4%
591
-9.8%
0.05%
-10.2%
Q2 2023$160,317
+17.0%
655
+13.9%
0.06%
+13.5%
Q1 2023$137,075
-47.8%
575
-45.7%
0.05%
-51.9%
Q4 2022$262,423
+26.2%
1,058
+19.5%
0.11%
+6.9%
Q3 2022$208,0000.0%8850.0%0.10%
+17.4%
Q2 2022$208,000
+57.6%
885
+71.2%
0.09%
+79.2%
Q1 2022$132,000
+10.0%
517
+14.6%
0.05%
+2.1%
Q4 2021$120,000
-11.8%
451
-17.9%
0.05%
-21.7%
Q3 2021$136,0000.0%5490.0%0.06%
+1.7%
Q2 2021$136,000
-16.6%
549
-22.8%
0.06%
-24.4%
Q1 2021$163,000
+2.5%
7110.0%0.08%
-2.5%
Q4 2020$159,000
+11.2%
711
+1.7%
0.08%
-5.9%
Q3 2020$143,000
-40.2%
699
-43.8%
0.08%
-46.2%
Q2 2020$239,000
+26.5%
1,243
+9.1%
0.16%
+3.9%
Q1 2020$189,000
-31.5%
1,139
-21.0%
0.15%
-13.6%
Q4 2019$276,0001,4420.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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