Brinker Capital Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$349,0000.0%1,4150.0%0.01%
+20.0%
Q2 2021$349,000
+7.7%
1,4150.0%0.01%0.0%
Q1 2021$324,000
-17.6%
1,415
-19.4%
0.01%
-16.7%
Q4 2020$393,000
+78.6%
1,756
+62.9%
0.01%
+50.0%
Q3 2020$220,000
+5.8%
1,0780.0%0.00%
-55.6%
Q2 2020$208,000
+1500.0%
1,078
+1440.0%
0.01%
Q4 2019$13,000
-13.3%
70
-21.3%
0.00%
-100.0%
Q3 2019$15,000
-65.9%
89
-64.7%
0.00%0.0%
Q2 2019$44,000
+2.3%
2520.0%0.00%0.0%
Q1 2019$43,000
-15.7%
252
-20.8%
0.00%
-50.0%
Q4 2018$51,000
-54.9%
318
-49.2%
0.00%
-50.0%
Q3 2018$113,000
+1.8%
626
-10.4%
0.00%0.0%
Q2 2018$111,000
+22.0%
699
+17.5%
0.00%
+33.3%
Q1 2018$91,000
+3.4%
595
+4.4%
0.00%0.0%
Q4 2017$88,000
-4.3%
570
-5.5%
0.00%0.0%
Q3 2017$92,000
+67.3%
603
+62.1%
0.00%
+50.0%
Q2 2017$55,000
+1.9%
372
-4.9%
0.00%0.0%
Q1 2017$54,000
+14.9%
391
+5.1%
0.00%0.0%
Q4 2016$47,000
-4.1%
3720.0%0.00%0.0%
Q3 2016$49,0000.0%3720.0%0.00%0.0%
Q2 2016$49,0000.0%372
-6.1%
0.00%0.0%
Q1 2016$49,000
-99.4%
396
-99.4%
0.00%
-99.5%
Q4 2015$8,533,000
-10.1%
64,212
-17.1%
0.37%
-10.9%
Q3 2015$9,488,000
-15.6%
77,412
-3.6%
0.41%
-4.6%
Q2 2015$11,236,000
-9.1%
80,279
-12.0%
0.43%
-6.9%
Q1 2015$12,361,000
-17.9%
91,212
-23.9%
0.47%
-18.5%
Q4 2014$15,057,000
+66.6%
119,888
+55.2%
0.57%
+66.3%
Q3 2014$9,037,000
+40.9%
77,243
+34.5%
0.34%
+44.5%
Q2 2014$6,413,000
+4.0%
57,450
-0.4%
0.24%0.0%
Q1 2014$6,165,000
+2.8%
57,665
-2.7%
0.24%
+3.0%
Q4 2013$5,995,000
+9.1%
59,290
+0.5%
0.23%
+4.1%
Q3 2013$5,496,000
+484.1%
59,011
+442.0%
0.22%
+455.0%
Q2 2013$941,00010,8870.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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