Lebenthal Global Advisors, 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
Lebenthal Global Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,472,759
-56.8%
14,770
-55.0%
1.04%
-55.2%
Q2 2023$8,035,292
-0.7%
32,821
-3.3%
2.33%
-5.9%
Q1 2023$8,090,237
-39.1%
33,927
-36.6%
2.48%
-43.4%
Q4 2022$13,280,990
+21.6%
53,541
+9.7%
4.38%
-12.5%
Q3 2022$10,920,000
+15.3%
48,819
+21.4%
5.00%
+9.0%
Q2 2022$9,467,000
-5.8%
40,203
+1.8%
4.59%
+7.2%
Q1 2022$10,047,000
+76.2%
39,498
+84.5%
4.28%
+85.6%
Q4 2021$5,703,000
+62.6%
21,408
+50.8%
2.31%
+4.6%
Q3 2021$3,507,000
-48.0%
14,192
-48.0%
2.20%
-39.2%
Q2 2021$6,749,000
+85.9%
27,313
+72.1%
3.62%
+62.5%
Q1 2021$3,630,000
+4.6%
15,869
+2.3%
2.23%
-9.2%
Q4 2020$3,470,00015,5102.46%
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