Pallas Capital Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
Pallas Capital Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$802,347
-75.5%
3,578
-73.5%
0.05%
-66.9%
Q2 2023$3,280,775
-11.5%
13,521
-9.3%
0.15%
-57.3%
Q1 2023$3,708,489
+2.2%
14,914
+1.3%
0.35%
-5.4%
Q4 2022$3,629,369
-32.1%
14,722
-34.4%
0.37%
-38.3%
Q3 2022$5,343,000
+1.3%
22,442
+2.2%
0.60%
-18.0%
Q2 2022$5,275,000
+3.9%
21,966
+11.3%
0.73%
+12.0%
Q1 2022$5,075,000
+7.1%
19,738
+0.6%
0.65%
+12.3%
Q4 2021$4,738,000
+4.2%
19,626
+13.2%
0.58%
+15.6%
Q3 2021$4,548,000
+120.3%
17,333
+117.7%
0.50%
+72.1%
Q2 2021$2,064,000
+96.4%
7,963
+80.9%
0.29%
+23.9%
Q1 2021$1,051,0004,4020.23%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders