Arkadios Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,053,083
-1.4%
4,479
+2.7%
0.10%
-19.4%
Q2 2023$1,067,731
+6.1%
4,361
+3.3%
0.12%
+3.3%
Q1 2023$1,006,609
+2.1%
4,221
+6.2%
0.12%
-8.4%
Q4 2022$986,269
+15.4%
3,976
+4.0%
0.13%
+0.8%
Q3 2022$855,000
+3.4%
3,822
+8.8%
0.13%
+5.7%
Q2 2022$827,000
-8.0%
3,512
-0.7%
0.12%
+4.2%
Q1 2022$899,000
-6.6%
3,536
-2.2%
0.12%
-7.8%
Q4 2021$963,000
+10.6%
3,614
+2.6%
0.13%
+1.6%
Q3 2021$871,000
-8.1%
3,524
-8.1%
0.13%
+9.6%
Q2 2021$948,000
+39.6%
3,836
+29.2%
0.12%
+2.7%
Q1 2021$679,000
+2.6%
2,970
+0.4%
0.11%
-19.4%
Q4 2020$662,000
-99.9%
2,959
+14.8%
0.14%
-48.9%
Q3 2020$542,967,000
+4.4%
2,578
-1.5%
0.27%
-5.9%
Q2 2020$520,178,000
+20.8%
2,618
+1.0%
0.29%
+5.5%
Q1 2020$430,629,000
-9.8%
2,593
+6.5%
0.27%
-4.2%
Q4 2019$477,573,0002,4340.29%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders