Lumature Wealth Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$1,959
+2.7%
80.0%0.00%0.0%
Q1 2023$1,908
-3.8%
80.0%0.00%0.0%
Q4 2022$1,984
-0.8%
80.0%0.00%0.0%
Q3 2022$2,0000.0%80.0%0.00%0.0%
Q2 2022$2,0000.0%80.0%0.00%0.0%
Q1 2022$2,0000.0%80.0%0.00%0.0%
Q4 2021$2,0000.0%80.0%0.00%0.0%
Q3 2021$2,0000.0%80.0%0.00%0.0%
Q2 2021$2,0000.0%80.0%0.00%0.0%
Q1 2021$2,00080.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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