HM PAYSON & CO - 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
HM PAYSON & CO ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$627,717
-4.0%
2,6700.0%0.02%0.0%
Q2 2023$653,670
+2.7%
2,6700.0%0.02%0.0%
Q1 2023$636,689
+0.5%
2,670
+4.6%
0.02%
-6.2%
Q4 2022$633,272
+10.9%
2,5530.0%0.02%0.0%
Q3 2022$571,000
-5.0%
2,5530.0%0.02%
+6.7%
Q2 2022$601,000
-7.4%
2,5530.0%0.02%0.0%
Q1 2022$649,000
-4.6%
2,5530.0%0.02%0.0%
Q4 2021$680,000
+7.8%
2,5530.0%0.02%0.0%
Q3 2021$631,0000.0%2,5530.0%0.02%0.0%
Q2 2021$631,000
+8.0%
2,5530.0%0.02%
-6.2%
Q1 2021$584,000
+2.3%
2,5530.0%0.02%0.0%
Q4 2020$571,000
+9.6%
2,5530.0%0.02%0.0%
Q3 2020$521,000
+5.9%
2,5530.0%0.02%0.0%
Q2 2020$492,000
+16.0%
2,5530.0%0.02%
-5.9%
Q1 2020$424,000
-8.8%
2,553
+5.3%
0.02%
+13.3%
Q4 2019$465,000
+14.5%
2,4240.0%0.02%
+7.1%
Q3 2019$406,000
-3.8%
2,4240.0%0.01%
-6.7%
Q2 2019$422,000
-17.1%
2,424
-14.1%
0.02%
-34.8%
Q3 2018$509,000
+3.5%
2,822
-8.8%
0.02%
+9.5%
Q2 2018$492,000
-2.2%
3,094
-5.6%
0.02%0.0%
Q1 2018$503,000
+2.0%
3,276
+2.3%
0.02%
+5.0%
Q4 2017$493,000
-6.3%
3,201
-7.2%
0.02%
-13.0%
Q3 2017$526,000
+75.9%
3,451
+70.3%
0.02%
+76.9%
Q2 2017$299,000
+12.0%
2,026
+4.4%
0.01%
+8.3%
Q1 2017$267,000
+25.4%
1,940
+15.6%
0.01%
+20.0%
Q4 2016$213,0001,6780.01%
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