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 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
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 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