Advisors Capital Management, LLC - 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
Advisors Capital Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,394
+16.3%
10,184
+21.1%
0.06%
+24.5%
Q2 2023$2,059
+15.2%
8,410
+12.1%
0.05%
+6.5%
Q1 2023$1,788
-6.9%
7,499
-3.1%
0.05%
-11.5%
Q4 2022$1,920
-99.9%
7,741
-1.5%
0.05%
+2.0%
Q3 2022$1,919,000
-24.8%
7,861
-27.5%
0.05%
-34.6%
Q2 2022$2,553,000
+34.1%
10,838
+44.8%
0.08%
+50.0%
Q1 2022$1,904,000
+2.9%
7,483
+7.7%
0.05%
+4.0%
Q4 2021$1,851,000
+12.0%
6,947
+3.9%
0.05%0.0%
Q3 2021$1,653,000
+4.5%
6,689
+4.5%
0.05%0.0%
Q2 2021$1,582,000
+22.7%
6,400
+13.5%
0.05%
+11.1%
Q1 2021$1,289,000
+22.6%
5,638
+19.9%
0.04%
+12.5%
Q4 2020$1,051,000
+33.0%
4,701
+21.4%
0.04%
+8.1%
Q3 2020$790,000
+9.7%
3,873
+3.7%
0.04%
+2.8%
Q2 2020$720,000
+79.1%
3,736
+54.4%
0.04%
+38.5%
Q1 2020$402,000
-58.5%
2,420
-52.0%
0.03%
-42.2%
Q4 2019$968,000
+18.6%
5,046
+3.7%
0.04%
+2.3%
Q3 2019$816,000
-2.6%
4,865
+0.9%
0.04%
-12.0%
Q2 2019$838,000
+4.4%
4,820
+3.7%
0.05%0.0%
Q1 2019$803,000
+4.7%
4,646
-2.8%
0.05%
-10.7%
Q4 2018$767,000
-47.6%
4,778
-41.1%
0.06%
-41.7%
Q3 2018$1,464,000
+13.8%
8,113
+0.4%
0.10%
+7.9%
Q2 2018$1,286,000
+13.5%
8,082
+9.5%
0.09%
+3.5%
Q1 2018$1,133,000
+83.3%
7,383
+84.1%
0.09%
+75.5%
Q4 2017$618,000
+29.0%
4,010
+27.4%
0.05%
+25.6%
Q3 2017$479,000
+0.6%
3,147
-2.5%
0.04%0.0%
Q2 2017$476,0003,2270.04%
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