MONTAG A & ASSOCIATES INC - 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
MONTAG A & ASSOCIATES INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$52,151
-4.0%
2210.0%0.00%0.0%
Q2 2023$54,300
+3.0%
2210.0%0.00%0.0%
Q1 2023$52,700
-3.9%
2210.0%0.00%
-25.0%
Q4 2022$54,819
+3.4%
221
-6.4%
0.00%0.0%
Q3 2022$53,000
-5.4%
2360.0%0.00%0.0%
Q2 2022$56,000
-6.7%
2360.0%0.00%
+33.3%
Q1 2022$60,000
-4.8%
2360.0%0.00%0.0%
Q4 2021$63,000
+8.6%
2360.0%0.00%0.0%
Q3 2021$58,000
+314.3%
236
+321.4%
0.00%
+200.0%
Q2 2021$14,000
+7.7%
560.0%0.00%0.0%
Q1 2021$13,0000.0%560.0%0.00%0.0%
Q4 2020$13,000560.00%
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