Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,111,553
-33.1%
4,728
-30.4%
0.05%
-30.3%
Q2 2023$1,662,083
-7.5%
6,789
-9.9%
0.07%
-9.6%
Q1 2023$1,796,319
-8.4%
7,533
-4.8%
0.07%
-6.4%
Q4 2022$1,961,827
+16.6%
7,909
+5.1%
0.08%
+2.6%
Q3 2022$1,683,000
-25.2%
7,525
-21.3%
0.08%
-20.8%
Q2 2022$2,250,000
-9.2%
9,556
-1.9%
0.10%
-2.0%
Q1 2022$2,478,000
-18.0%
9,743
-14.1%
0.10%
-21.0%
Q4 2021$3,022,000
+16.5%
11,343
+8.1%
0.12%
+3.3%
Q3 2021$2,593,000
-1.7%
10,490
-1.7%
0.12%
-3.2%
Q2 2021$2,638,000
+7.8%
10,676
-0.2%
0.12%
-1.6%
Q1 2021$2,447,000
-6.7%
10,698
-8.7%
0.13%
-6.7%
Q4 2020$2,623,000
-9.1%
11,722
-17.1%
0.14%
-11.2%
Q3 2020$2,886,000
-4.7%
14,148
-10.0%
0.15%
-11.1%
Q2 2020$3,029,000
+39.8%
15,725
+20.6%
0.17%
+13.2%
Q1 2020$2,166,000
-9.1%
13,040
+5.0%
0.15%
+7.9%
Q4 2019$2,382,000
+17.3%
12,424
+2.6%
0.14%
+12.0%
Q3 2019$2,030,000
-4.2%
12,109
-0.4%
0.12%
-8.8%
Q2 2019$2,120,000
-0.6%
12,161
-1.6%
0.14%
-7.4%
Q1 2019$2,132,000
+53.8%
12,361
+43.2%
0.15%
+41.0%
Q4 2018$1,386,000
-35.9%
8,633
-27.9%
0.10%
-39.3%
Q3 2018$2,161,000
+22.9%
11,981
+8.4%
0.17%
+10.2%
Q2 2018$1,758,000
-5.7%
11,048
-9.0%
0.16%
-1.9%
Q1 2018$1,864,000
+7.4%
12,143
+7.8%
0.16%
+0.6%
Q4 2017$1,736,000
-19.7%
11,262
-20.7%
0.16%
-6.5%
Q3 2017$2,162,000
+19.3%
14,200
+15.5%
0.17%
+11.1%
Q2 2017$1,812,000
+98.0%
12,298
+85.3%
0.15%
+86.6%
Q1 2017$915,000
+112.8%
6,638
+95.6%
0.08%
+78.3%
Q4 2016$430,0003,3940.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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