CAPITAL ADVISORS INC/OK - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPITAL ADVISORS INC/OK ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$903,960
+1.0%
3,845
+5.2%
0.02%
+4.3%
Q2 2023$894,572
+2.7%
3,6540.0%0.02%0.0%
Q1 2023$871,333
-3.9%
3,6540.0%0.02%
-11.5%
Q4 2022$906,375
+9.2%
3,6540.0%0.03%0.0%
Q3 2022$830,000
-7.3%
3,654
-3.9%
0.03%
-3.7%
Q2 2022$895,000
-2.5%
3,802
+5.3%
0.03%
+8.0%
Q1 2022$918,000
-5.9%
3,609
-1.5%
0.02%
-3.8%
Q4 2021$976,000
+3.9%
3,664
-3.6%
0.03%
-7.1%
Q3 2021$939,000
+4.4%
3,799
+4.4%
0.03%
+3.7%
Q2 2021$899,000
+15.0%
3,638
+6.4%
0.03%
+3.8%
Q1 2021$782,0003,4180.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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