Flagship Private Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
Flagship Private Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$625,069
-3.7%
2,659
+0.3%
0.55%
+2.6%
Q2 2023$648,933
+2.1%
2,651
-0.6%
0.54%
-5.5%
Q1 2023$635,651
-3.6%
2,666
+0.3%
0.57%
-7.8%
Q4 2022$659,423
+11.6%
2,658
+0.7%
0.62%
+1.0%
Q3 2022$591,000
-5.0%
2,6400.0%0.61%
+1.0%
Q2 2022$622,000
-7.2%
2,640
+0.3%
0.60%
+10.0%
Q1 2022$670,000
-5.0%
2,632
-0.6%
0.55%
+6.6%
Q4 2021$705,000
+7.3%
2,647
-0.4%
0.52%
-1.9%
Q3 2021$657,000
-99.9%
2,657
+0.0%
0.52%
+3.6%
Q2 2021$666,772,000
+6.9%
2,656
-2.1%
0.51%
-2.7%
Q1 2021$623,986,000
+2.7%
2,714
+1.5%
0.52%
-7.8%
Q4 2020$607,634,0002,6740.56%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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