WFA of San Diego, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$109,060
+4538.9%
410
+4000.0%
0.10%
+4800.0%
Q3 2023$2,351
-94.0%
10
-93.8%
0.00%
-94.7%
Q2 2023$39,172
-32.9%
160
-31.9%
0.04%
-15.6%
Q4 2022$58,344
+53.5%
235
+46.9%
0.04%
+36.4%
Q2 2022$38,000
-83.0%
160
-42.9%
0.03%
-44.1%
Q4 2020$223,0002800.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
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%
View complete list of VANGUARD WORLD FDS shareholders