SCOTIA CAPITAL INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.

Quarter-by-quarter ownership
SCOTIA CAPITAL INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,936,939
-1.4%
12,492
+2.7%
0.02%
+5.0%
Q2 2023$2,978,975
+1.2%
12,168
-1.5%
0.02%
-9.1%
Q1 2023$2,945,066
-0.4%
12,350
+3.6%
0.02%
-4.3%
Q4 2022$2,957,340
+16.1%
11,922
+4.7%
0.02%
+9.5%
Q3 2022$2,547,000
-5.3%
11,385
-0.3%
0.02%
+5.0%
Q2 2022$2,689,000
-3.3%
11,418
+4.5%
0.02%
+11.1%
Q1 2022$2,780,000
-34.1%
10,928
-31.0%
0.02%
-35.7%
Q4 2021$4,218,000
+13.3%
15,834
+5.1%
0.03%
+3.7%
Q3 2021$3,723,000
+4.7%
15,065
+4.7%
0.03%
+3.8%
Q2 2021$3,556,000
+7.9%
14,391
-0.1%
0.03%
-3.7%
Q1 2021$3,296,000
-4.4%
14,410
-6.5%
0.03%
-15.6%
Q4 2020$3,447,000
+14.7%
15,407
+4.6%
0.03%
-3.0%
Q3 2020$3,005,000
+16.3%
14,730
+10.1%
0.03%
-8.3%
Q2 2020$2,583,000
+24.6%
13,384
+7.3%
0.04%
+24.1%
Q1 2020$2,073,000
-4.5%
12,479
+10.3%
0.03%
+20.8%
Q4 2019$2,170,000
+15.9%
11,318
+1.3%
0.02%
+9.1%
Q3 2019$1,873,000
-0.2%
11,168
+3.6%
0.02%
-4.3%
Q2 2019$1,876,000
+31.4%
10,784
+30.2%
0.02%
+27.8%
Q1 2019$1,428,000
+27.8%
8,280
+19.0%
0.02%
+5.9%
Q4 2018$1,117,000
-10.9%
6,956
-0.2%
0.02%
+6.2%
Q3 2018$1,253,000
-34.2%
6,968
-44.8%
0.02%
-40.7%
Q2 2018$1,905,000
+3.1%
12,625
+3.6%
0.03%
+8.0%
Q1 2018$1,847,000
+70.1%
12,185
+73.3%
0.02%
+78.6%
Q4 2017$1,086,000
+20.5%
7,031
+18.7%
0.01%
+7.7%
Q3 2017$901,000
+3.4%
5,921
+0.2%
0.01%
-13.3%
Q2 2017$871,000
+4.7%
5,910
-2.0%
0.02%
+7.1%
Q1 2017$832,000
+0.5%
6,029
-7.6%
0.01%
+7.7%
Q4 2016$828,000
-62.6%
6,525
-60.9%
0.01%
-68.3%
Q3 2016$2,216,000
-35.1%
16,674
-36.1%
0.04%
-40.6%
Q2 2016$3,412,000
+8.8%
26,107
+2.7%
0.07%
+1.5%
Q1 2016$3,135,000
+236.7%
25,413
+264.3%
0.07%
+223.8%
Q4 2015$931,000
+8.6%
6,9750.0%0.02%
+10.5%
Q3 2015$857,000
+8.9%
6,975
+22.5%
0.02%
+18.8%
Q2 2015$787,000
+280.2%
5,692
+272.5%
0.02%
+220.0%
Q1 2015$207,0001,5280.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders