CALIBER 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
CALIBER WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$2,495,205
+11.5%
10,059
+0.5%
1.91%
+7.9%
Q3 2022$2,238,000
-1.7%
10,004
+3.5%
1.77%
-0.3%
Q2 2022$2,277,000
+0.4%
9,667
+8.4%
1.77%
+22.5%
Q1 2022$2,268,000
+18.7%
8,917
+17.3%
1.45%
+9.6%
Q4 2021$1,910,000
+60.5%
7,604
+57.5%
1.32%
+57.3%
Q3 2021$1,190,000
+4.2%
4,828
+4.5%
0.84%
+3.7%
Q2 2021$1,142,000
+39.6%
4,620
+29.2%
0.81%
+36.2%
Q1 2021$818,000
-0.1%
3,577
-2.3%
0.59%
-26.0%
Q4 2020$819,0003,6620.80%
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