MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$363,000
+11.3%
1,471
+11.4%
0.02%
+9.1%
Q2 2021$326,000
+0.9%
1,320
-6.6%
0.02%
-8.3%
Q1 2021$323,000
-2.7%
1,413
-4.7%
0.02%
-4.0%
Q4 2020$332,000
+4.1%
1,483
+0.1%
0.02%
-10.7%
Q3 2020$319,000
+11.9%
1,481
+0.1%
0.03%
+3.7%
Q2 2020$285,000
-47.2%
1,479
-54.5%
0.03%
-56.5%
Q1 2020$540,000
-9.8%
3,252
+4.1%
0.06%
+10.7%
Q4 2019$599,000
+16.3%
3,123
+1.6%
0.06%
+1.8%
Q3 2019$515,000
+4.0%
3,074
+7.9%
0.06%
+5.8%
Q2 2019$495,000
+59.7%
2,848
+58.2%
0.05%
+52.9%
Q1 2019$310,000
+4.0%
1,800
-3.0%
0.03%
-8.1%
Q4 2018$298,0001,8560.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
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%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders