Invst, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 470 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Invst, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$238,275
-97.2%
900
-97.1%
0.03%
-97.4%
Q1 2024$8,372,043
+3.0%
31,218
+1.1%
0.99%
-4.5%
Q4 2023$8,125,809
-16.9%
30,879
-22.7%
1.04%
-26.6%
Q2 2023$9,783,497
+3504.5%
39,962
+3523.0%
1.42%
+3269.0%
Q4 2022$271,426
-97.3%
1,103
-97.5%
0.04%
-97.4%
Q1 2022$10,015,000
+19.6%
43,537
+16.3%
1.65%
+8.4%
Q4 2020$8,372,000
+24.3%
37,419
+13.0%
1.52%
-3.1%
Q3 2020$6,736,000
+13.7%
33,107
+8.5%
1.57%
-10.8%
Q2 2020$5,924,000
+10.9%
30,520
-8.8%
1.76%
-20.6%
Q1 2020$5,343,000
+2373.6%
33,480
+2873.4%
2.21%
+2633.3%
Q4 2019$216,000
+7.5%
1,126
-7.4%
0.08%
-10.0%
Q3 2019$201,000
-96.9%
1,216
-96.8%
0.09%
-97.3%
Q2 2019$6,584,000
-2.2%
37,670
-3.4%
3.38%
+0.1%
Q1 2019$6,734,000
+8.4%
38,989
+0.8%
3.38%
-3.3%
Q4 2018$6,211,000
-12.7%
38,674
-1.6%
3.49%
-3.6%
Q3 2018$7,111,000
+26.8%
39,311
+11.6%
3.62%
+10.8%
Q2 2018$5,606,000
+20.2%
35,226
+13.1%
3.27%
+9.1%
Q1 2018$4,664,000
+12.1%
31,149
+15.4%
3.00%
-2.1%
Q4 2017$4,160,000
+26.0%
26,990
+24.5%
3.06%
+5.9%
Q3 2017$3,302,00021,6812.89%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders