Aprio Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$14,000,275
+1.0%
59,550
+5.1%
3.85%
+1.1%
Q2 2023$13,866,713
+2.5%
56,640
-0.1%
3.80%
-8.7%
Q1 2023$13,524,032
+15.2%
56,714
+19.8%
4.17%
+0.9%
Q4 2022$11,742,792
-21.7%
47,340
-29.4%
4.13%
-31.5%
Q3 2022$15,004,000
+0.7%
67,073
+6.0%
6.03%
+1.6%
Q2 2022$14,897,000
-17.1%
63,258
-10.4%
5.93%
-13.3%
Q1 2022$17,962,000
+2.0%
70,613
+6.9%
6.84%
-7.0%
Q4 2021$17,606,000
+14.4%
66,083
+6.1%
7.36%
+4.9%
Q3 2021$15,392,000
+13.7%
62,274
+13.6%
7.01%
+9.5%
Q2 2021$13,542,000
+91.2%
54,798
+73.1%
6.40%
+36.9%
Q4 2020$7,084,00031,6614.68%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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