SOA Wealth 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 Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$124,549
-3.7%
530
+0.4%
0.03%
+3.3%
Q2 2023$129,280
-18.6%
528
-20.7%
0.03%
-23.1%
Q1 2023$158,728
-3.8%
6660.0%0.04%
-11.4%
Q4 2022$165,078
+7.9%
666
-2.8%
0.04%
-4.3%
Q3 2022$153,000
+135.4%
685
+145.5%
0.05%
+142.1%
Q2 2022$65,000
+32.7%
279
+42.3%
0.02%
+58.3%
Q1 2022$49,000
-5.8%
1960.0%0.01%
-7.7%
Q4 2021$52,000
+8.3%
1960.0%0.01%
+8.3%
Q3 2021$48,000
+9.1%
196
+8.3%
0.01%
+9.1%
Q2 2021$44,000
+51.7%
181
+42.5%
0.01%
+37.5%
Q1 2021$29,000
+38.1%
127
+41.1%
0.01%
+33.3%
Q4 2020$21,000900.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders