INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /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
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$259,932
-5.1%
1,1190.0%0.14%
+1.4%
Q2 2023$273,954
+2.7%
1,1190.0%0.14%
-0.7%
Q1 2023$266,837
-52.1%
1,119
-50.1%
0.14%
-51.0%
Q4 2022$556,624
-15.5%
2,244
-23.8%
0.29%
-14.5%
Q3 2022$659,000
-4.9%
2,9440.0%0.34%
-5.6%
Q2 2022$693,000
-7.5%
2,9440.0%0.36%
-5.0%
Q1 2022$749,000
-4.5%
2,9440.0%0.38%
+1.3%
Q4 2021$784,000
+35.4%
2,944
+25.6%
0.37%
+23.9%
Q3 2021$579,0000.0%2,3440.0%0.30%
-3.2%
Q2 2021$579,000
+47.3%
2,344
+36.4%
0.31%
+36.4%
Q1 2021$393,000
+2.1%
1,7190.0%0.23%
-12.3%
Q4 2020$385,000
+9.7%
1,7190.0%0.26%
+10.6%
Q3 2020$351,000
+4.2%
1,719
-1.7%
0.24%
+0.4%
Q2 2020$337,000
+16.2%
1,7490.0%0.23%
-1.3%
Q1 2020$290,000
-14.7%
1,749
-1.5%
0.24%
+15.0%
Q4 2019$340,000
+14.1%
1,7750.0%0.21%
+8.4%
Q3 2019$298,000
-3.6%
1,7750.0%0.19%
-9.1%
Q2 2019$309,000
-1.9%
1,775
-2.7%
0.21%
-5.0%
Q1 2019$315,000
+7.5%
1,8240.0%0.22%
-7.9%
Q4 2018$293,000
-10.9%
1,8240.0%0.24%
+4.4%
Q3 2018$329,000
+13.4%
1,8240.0%0.23%
+8.0%
Q2 2018$290,000
+3.6%
1,8240.0%0.21%
+2.4%
Q1 2018$280,000
+5.3%
1,824
+5.6%
0.21%
+9.5%
Q4 2017$266,000
+1.1%
1,7280.0%0.19%
-2.6%
Q3 2017$263,000
+3.1%
1,7280.0%0.19%
+10.2%
Q2 2017$255,000
-44.2%
1,728
-50.0%
0.18%
+7.3%
Q1 2017$457,000
+108.7%
3,456
+100.0%
0.16%
+1.2%
Q4 2016$219,000
+4.3%
1,728
+15.2%
0.16%
-10.0%
Q2 2015$210,000
+3.4%
1,5000.0%0.18%
+7.8%
Q1 2015$203,0001,5000.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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