Capital Advisory Group Advisory Services, 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
Capital Advisory Group Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$10,0000.0%410.0%0.01%
+25.0%
Q3 2021$10,0000.0%410.0%0.00%0.0%
Q2 2021$10,000
+11.1%
410.0%0.00%
+33.3%
Q1 2021$9,0000.0%410.0%0.00%
-25.0%
Q4 2020$9,000
+12.5%
410.0%0.00%0.0%
Q3 2020$8,0000.0%410.0%0.00%0.0%
Q2 2020$8,000
+14.3%
410.0%0.00%
-55.6%
Q1 2020$7,000410.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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