STABLEFORD CAPITAL II LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
STABLEFORD CAPITAL II LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$382,302
-8.1%
1,6840.0%0.18%
-4.3%
Q2 2023$415,847
+10.0%
1,684
+8.7%
0.18%
-10.2%
Q4 2022$378,033
+5.3%
1,5490.0%0.20%
+17.8%
Q3 2022$359,000
-51.5%
1,549
-48.8%
0.17%
+1.8%
Q2 2022$740,000
+84.1%
3,026
+98.6%
0.17%
+0.6%
Q1 2022$402,000
+12.0%
1,524
+2.5%
0.17%
+12.6%
Q4 2021$359,000
-31.5%
1,487
-45.6%
0.15%
-68.4%
Q4 2019$524,000
+8.5%
2,731
-5.3%
0.48%
+5.5%
Q3 2019$483,000
-8.0%
2,883
-4.5%
0.45%
-11.4%
Q2 2019$525,000
-5.6%
3,020
-6.4%
0.51%
+10.4%
Q1 2019$556,000
+34.6%
3,226
+25.5%
0.46%
+5.7%
Q4 2018$413,000
-16.9%
2,571
-6.7%
0.44%
+33.5%
Q3 2018$497,000
+11.9%
2,755
-1.1%
0.33%
+13.5%
Q2 2018$444,000
+1.6%
2,787
-2.2%
0.29%
-5.9%
Q1 2018$437,000
-5.6%
2,849
-5.1%
0.31%
-1.3%
Q4 2017$463,0003,0020.31%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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%
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