RESOURCES MANAGEMENT CORP /CT/ /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$88
-4.3%
3740.0%0.01%0.0%
Q2 2023$92
+283.3%
374
+6.9%
0.01%
+250.0%
Q1 2023$24
-74.2%
350
-6.4%
0.00%
-73.3%
Q4 2022$93
-99.9%
3740.0%0.02%
+7.1%
Q3 2022$84,000
-4.5%
3740.0%0.01%0.0%
Q2 2022$88,000
-7.4%
3740.0%0.01%
+7.7%
Q1 2022$95,000
-1.0%
374
+4.2%
0.01%
+8.3%
Q4 2021$96,000
+7.9%
3590.0%0.01%
-7.7%
Q3 2021$89,000
+4.7%
359
+4.4%
0.01%
+8.3%
Q2 2021$85,000
+23.2%
344
+14.7%
0.01%
+20.0%
Q1 2021$69,000
+3.0%
3000.0%0.01%
-9.1%
Q4 2020$67,000
+9.8%
3000.0%0.01%0.0%
Q3 2020$61,000
+5.2%
3000.0%0.01%0.0%
Q2 2020$58,000
+16.0%
3000.0%0.01%0.0%
Q1 2020$50,000
-13.8%
3000.0%0.01%
+10.0%
Q4 2019$58,000
+16.0%
3000.0%0.01%
+11.1%
Q3 2019$50,000
+25.0%
300
+20.0%
0.01%0.0%
Q4 2018$40,000
-11.1%
2500.0%0.01%
+12.5%
Q3 2018$45,0002500.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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