PATTEN & PATTEN INC/TN - 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
PATTEN & PATTEN INC/TN ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$404,388
-4.0%
1,7200.0%0.04%
+2.9%
Q2 2023$421,055
-1.6%
1,720
-4.1%
0.04%
-7.9%
Q1 2023$427,763
+101265.6%
1,794
+5.3%
0.04%0.0%
Q4 2022$422
-99.9%
1,703
+0.1%
0.04%
+5.6%
Q3 2022$381,000
-5.0%
1,7020.0%0.04%
+2.9%
Q2 2022$401,000
-7.4%
1,7020.0%0.04%
+9.4%
Q1 2022$433,000
-4.4%
1,7020.0%0.03%
+3.2%
Q4 2021$453,000
+7.6%
1,702
+0.1%
0.03%
-3.1%
Q3 2021$421,000
+0.2%
1,7010.0%0.03%0.0%
Q2 2021$420,000
+17.0%
1,701
+8.3%
0.03%
+10.3%
Q1 2021$359,000
+2.3%
1,5700.0%0.03%
-6.5%
Q4 2020$351,000
+55.3%
1,570
+16.7%
0.03%
+24.0%
Q3 2019$226,000
-3.4%
1,3450.0%0.02%0.0%
Q2 2019$234,000
-0.8%
1,345
-12.1%
0.02%
+4.2%
Q4 2017$236,000
+1.3%
1,5300.0%0.02%
-4.0%
Q3 2017$233,000
+3.6%
1,5300.0%0.02%0.0%
Q2 2017$225,0001,5300.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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