BANK OF MONTREAL /CAN/ - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,477,640
+6.6%
14,277
+7.3%
0.00%0.0%
Q2 2023$3,262,231
-7.4%
13,305
-3.1%
0.00%
-50.0%
Q4 2022$3,524,792
+21.5%
13,733
+14.7%
0.00%
+100.0%
Q3 2022$2,901,000
+9.8%
11,976
+8.7%
0.00%0.0%
Q2 2022$2,643,000
-17.6%
11,013
-11.4%
0.00%
-50.0%
Q1 2022$3,208,000
-17.4%
12,427
-14.1%
0.00%0.0%
Q4 2021$3,886,000
+16.5%
14,471
+12.1%
0.00%0.0%
Q3 2021$3,336,000
+10.3%
12,914
+5.8%
0.00%0.0%
Q2 2021$3,024,000
+49.6%
12,207
+38.1%
0.00%
+100.0%
Q1 2021$2,022,000
-15.4%
8,837
-13.8%
0.00%
-50.0%
Q4 2020$2,390,000
-13.5%
10,247
-24.3%
0.00%0.0%
Q3 2020$2,762,000
+10.6%
13,535
+5.8%
0.00%0.0%
Q2 2020$2,498,000
+50.3%
12,796
+26.3%
0.00%0.0%
Q1 2020$1,662,000
-10.6%
10,135
+4.4%
0.00%
+100.0%
Q4 2019$1,860,000
+30.1%
9,705
+13.8%
0.00%0.0%
Q3 2019$1,430,000
-54.6%
8,531
-52.9%
0.00%
-66.7%
Q2 2019$3,151,000
-6.8%
18,115
-7.6%
0.00%0.0%
Q1 2019$3,381,000
+137.6%
19,601
+121.1%
0.00%
+200.0%
Q4 2018$1,423,000
+1.0%
8,864
+13.5%
0.00%0.0%
Q3 2018$1,409,000
+15.7%
7,808
+2.0%
0.00%0.0%
Q2 2018$1,218,000
+3.1%
7,655
-0.6%
0.00%0.0%
Q1 2018$1,181,000
-65.6%
7,698
-65.4%
0.00%
-66.7%
Q4 2017$3,433,000
+15.9%
22,274
+14.5%
0.00%0.0%
Q3 2017$2,962,000
+77.6%
19,454
+71.9%
0.00%
+50.0%
Q2 2017$1,668,000
+603.8%
11,319
+559.2%
0.00%
Q1 2017$237,000
-3.7%
1,717
-11.3%
0.00%
Q4 2016$246,000
-20.6%
1,935
-17.0%
0.00%
Q3 2016$310,000
+9.5%
2,332
+7.7%
0.00%
Q2 2016$283,000
-29.8%
2,166
-33.8%
0.00%
Q1 2016$403,000
-2.7%
3,272
+5.0%
0.00%
Q4 2015$414,000
-16.0%
3,116
-22.5%
0.00%
-100.0%
Q3 2015$493,000
-13.1%
4,019
-0.8%
0.00%0.0%
Q2 2015$567,000
+3.3%
4,0520.0%0.00%0.0%
Q1 2015$549,000
+40.4%
4,052
+30.2%
0.00%
Q4 2014$391,000
+47.0%
3,113
+37.2%
0.00%
Q3 2014$266,000
+43.0%
2,269
+36.4%
0.00%
Q2 2014$186,000
+4.5%
1,6630.0%0.00%
Q1 2014$178,000
+6.0%
1,6630.0%0.00%
Q4 2013$168,000
-28.5%
1,663
-34.2%
0.00%
Q3 2013$235,000
+43.3%
2,528
+33.2%
0.00%
Q2 2013$164,0001,8980.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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