ALTFEST L J & CO INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$994
-3.8%
4,226
+0.2%
0.16%
+1.3%
Q2 2023$1,033
+2.7%
4,2180.0%0.16%
-1.9%
Q1 2023$1,006
-9.6%
4,218
-6.0%
0.16%
-14.1%
Q4 2022$1,113
-99.9%
4,489
-3.5%
0.18%
-5.6%
Q3 2022$1,041,000
-5.6%
4,653
-0.6%
0.20%
-1.5%
Q2 2022$1,103,000
-5.5%
4,682
+2.0%
0.20%
-4.8%
Q1 2022$1,167,000
-4.3%
4,588
+0.2%
0.21%
-10.7%
Q4 2021$1,220,000
+7.7%
4,579
-0.1%
0.23%
-1.7%
Q3 2021$1,133,0000.0%4,5830.0%0.24%
-2.9%
Q2 2021$1,133,000
+8.5%
4,583
+0.4%
0.24%
-1.2%
Q1 2021$1,044,000
-5.9%
4,565
-8.0%
0.25%
-9.2%
Q4 2020$1,110,000
+25.4%
4,961
+14.3%
0.27%
+15.7%
Q3 2020$885,000
+6.1%
4,339
+0.2%
0.24%
-2.1%
Q2 2020$834,000
-4.9%
4,329
-18.0%
0.24%
-12.7%
Q1 2020$877,000
-21.1%
5,278
-8.9%
0.28%
-1.8%
Q4 2019$1,111,000
+7.3%
5,794
-6.2%
0.28%
+4.9%
Q3 2019$1,035,000
-14.7%
6,174
-11.5%
0.27%
-17.3%
Q2 2019$1,214,000
+3.5%
6,979
+2.6%
0.32%
+12.9%
Q1 2019$1,173,000
-56.8%
6,800
-59.8%
0.29%
-62.3%
Q4 2018$2,718,000
+42.3%
16,926
+59.9%
0.76%
+36.5%
Q3 2018$1,910,000
+12.9%
10,588
-0.4%
0.56%
-11.7%
Q2 2018$1,692,000
+151.8%
10,630
+140.8%
0.63%
+92.7%
Q3 2017$672,000
+0.9%
4,415
-2.3%
0.33%
-18.7%
Q2 2017$666,0004,5190.40%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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