STIFEL FINANCIAL CORP - 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
STIFEL FINANCIAL CORP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$42,825,643
-3.9%
182,154
+0.1%
0.06%
-1.6%
Q2 2023$44,559,538
+0.1%
182,002
-2.5%
0.06%
-4.7%
Q1 2023$44,515,900
+0.3%
186,673
+4.3%
0.06%
-4.5%
Q4 2022$44,395,244
+11.7%
178,970
+0.8%
0.07%
+3.1%
Q3 2022$39,736,000
-3.7%
177,623
+1.4%
0.06%0.0%
Q2 2022$41,246,000
-13.4%
175,133
-6.4%
0.06%0.0%
Q1 2022$47,607,000
-3.5%
187,137
+1.1%
0.06%0.0%
Q4 2021$49,339,000
+9.3%
185,179
+1.4%
0.06%
-1.5%
Q3 2021$45,153,000
+13.2%
182,689
+13.2%
0.07%
+10.0%
Q2 2021$39,887,000
+8.4%
161,400
+0.4%
0.06%
-1.6%
Q1 2021$36,782,000
+2.0%
160,798
-0.2%
0.06%
-4.7%
Q4 2020$36,053,000
+7.6%
161,145
-1.9%
0.06%
-7.2%
Q3 2020$33,494,000
-0.8%
164,183
-6.4%
0.07%
-11.5%
Q2 2020$33,781,000
+15.1%
175,348
-1.2%
0.08%
-3.7%
Q1 2020$29,350,000
-2.8%
177,391
+12.6%
0.08%
+28.6%
Q4 2019$30,201,000
+15.4%
157,583
+0.9%
0.06%
-6.0%
Q3 2019$26,168,000
-1.7%
156,129
+1.9%
0.07%
-2.9%
Q2 2019$26,622,000
-0.2%
153,243
-0.9%
0.07%
-8.0%
Q1 2019$26,675,000
+23.4%
154,697
+14.8%
0.08%
+7.1%
Q4 2018$21,608,000
+279.0%
134,731
+326.5%
0.07%
+337.5%
Q3 2018$5,701,000
+20.4%
31,593
+6.2%
0.02%
+6.7%
Q2 2018$4,736,000
+24.8%
29,754
+20.6%
0.02%
+25.0%
Q1 2018$3,794,000
-28.6%
24,671
-28.5%
0.01%
-29.4%
Q4 2017$5,317,000
+3.9%
34,528
+2.9%
0.02%
-5.6%
Q3 2017$5,119,000
+53.4%
33,554
+48.1%
0.02%
+50.0%
Q2 2017$3,338,000
+27.3%
22,661
+19.2%
0.01%
+20.0%
Q1 2017$2,623,000
-15.5%
19,004
-21.8%
0.01%
-23.1%
Q4 2016$3,105,000
+93.3%
24,313
+101.1%
0.01%
+85.7%
Q3 2016$1,606,000
+18.0%
12,092
+16.2%
0.01%
+16.7%
Q2 2016$1,361,000
+16.9%
10,410
+10.4%
0.01%0.0%
Q1 2016$1,164,000
-10.5%
9,433
-3.6%
0.01%
-14.3%
Q4 2015$1,301,000
-7.8%
9,788
-15.0%
0.01%
-12.5%
Q3 2015$1,411,000
-60.8%
11,511
-55.4%
0.01%
-11.1%
Q2 2015$3,600,000
+109.4%
25,794
+103.3%
0.01%0.0%
Q1 2015$1,719,000
+0.4%
12,685
-7.0%
0.01%
-10.0%
Q4 2014$1,713,000
+11.9%
13,637
+4.2%
0.01%
-23.1%
Q3 2014$1,531,000
+7.1%
13,083
+2.2%
0.01%0.0%
Q2 2014$1,429,000
+9.8%
12,801
+5.2%
0.01%
+8.3%
Q1 2014$1,301,00012,1680.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders