Spire Wealth Management - 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
Spire Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,124,810
-27.7%
4,784
-24.7%
0.04%
-24.6%
Q2 2023$1,556,260
-0.5%
6,357
-3.1%
0.06%
-6.6%
Q1 2023$1,563,785
+99886.3%
6,558
+4.0%
0.06%
-30.7%
Q4 2022$1,564
-99.9%
6,307
+11.6%
0.09%
+14.3%
Q3 2022$1,264,000
-44.4%
5,649
-41.5%
0.08%
-18.1%
Q2 2022$2,272,000
+0.2%
9,649
+9.4%
0.09%
+54.1%
Q1 2022$2,267,000
+6.1%
8,821
+10.0%
0.06%
+29.8%
Q4 2021$2,136,000
+13.9%
8,018
+5.6%
0.05%
-6.0%
Q3 2021$1,876,000
+5.7%
7,590
+5.7%
0.05%
+4.2%
Q2 2021$1,774,000
+5.3%
7,179
-2.8%
0.05%
+6.7%
Q1 2021$1,684,0007,3870.04%
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