WEATHERLY ASSET MANAGEMENT L. P. - 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
WEATHERLY ASSET MANAGEMENT L. P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$265,711
-9.7%
1,126
-6.0%
0.03%
-5.9%
Q2 2023$294,346
-0.9%
1,198
-3.9%
0.03%
-12.8%
Q1 2023$297,122
-5.4%
1,246
-1.6%
0.04%
-9.3%
Q4 2022$314,031
+7.5%
1,266
-2.7%
0.04%
+2.4%
Q3 2022$292,000
-4.6%
1,3010.0%0.04%
-2.3%
Q2 2022$306,000
-15.0%
1,301
-8.1%
0.04%
+2.4%
Q1 2022$360,000
-6.2%
1,416
-1.8%
0.04%
-2.3%
Q4 2021$384,000
+5.2%
1,442
-2.4%
0.04%
-2.3%
Q3 2021$365,000
-12.5%
1,477
-12.6%
0.04%
-17.0%
Q2 2021$417,000
-3.5%
1,689
-10.6%
0.05%
-11.7%
Q1 2021$432,000
+95.5%
1,889
+91.0%
0.06%
+87.5%
Q4 2020$221,000
+9.4%
9890.0%0.03%
-3.0%
Q3 2020$202,0009890.03%
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