EPG Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$267,093
-3.9%
1,136
+0.1%
0.08%
-1.2%
Q2 2023$277,861
+2.6%
1,135
-0.1%
0.08%
-3.5%
Q1 2023$270,806
-3.7%
1,136
+0.2%
0.08%
-20.6%
Q4 2022$281,219
+10.7%
1,1340.0%0.11%
+2.9%
Q3 2022$254,000
-5.2%
1,134
-0.2%
0.10%
-8.8%
Q2 2022$268,000
-7.3%
1,136
+0.2%
0.11%
+14.0%
Q1 2022$289,000
+18.9%
1,134
+24.5%
0.10%
+17.6%
Q4 2021$243,000
+8.0%
911
+0.2%
0.08%
-5.6%
Q3 2021$225,0000.0%9090.0%0.09%
-5.3%
Q2 2021$225,000
+8.2%
909
+0.1%
0.10%
-5.9%
Q1 2021$208,000
+2.5%
908
+0.1%
0.10%
-17.2%
Q4 2020$203,000
+35.3%
907
+0.6%
0.12%
+10.9%
Q1 2020$150,000
-13.3%
902
+0.1%
0.11%
-13.4%
Q4 2019$173,0009010.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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