HBK Sorce Advisory 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
HBK Sorce Advisory LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$759,916
-0.1%
3,232
+4.0%
0.03%
+3.1%
Q2 2023$760,858
+1.9%
3,108
-0.7%
0.03%
-5.9%
Q1 2023$746,577
+51281.8%
3,131
-46.6%
0.03%
-12.8%
Q4 2022$1,453
-99.8%
5,860
+111.4%
0.04%
-4.9%
Q3 2022$620,000
+8.8%
2,772
+14.6%
0.04%
-2.4%
Q2 2022$570,000
-21.9%
2,418
-15.7%
0.04%
+5.0%
Q1 2022$730,000
-6.5%
2,869
-2.2%
0.04%0.0%
Q4 2021$781,000
+4.3%
2,933
-3.2%
0.04%
-2.4%
Q3 2021$749,000
-2.1%
3,030
-2.2%
0.04%
-2.4%
Q2 2021$765,000
+11.8%
3,097
+3.5%
0.04%
+2.4%
Q1 2021$684,000
-8.2%
2,992
-10.1%
0.04%
-10.9%
Q4 2020$745,000
+8.6%
3,329
-1.0%
0.05%
-6.1%
Q3 2020$686,000
+6.2%
3,363
+0.3%
0.05%
+2.1%
Q2 2020$646,000
+56.0%
3,353
+34.4%
0.05%
+20.0%
Q1 2020$414,000
-40.5%
2,495
-31.2%
0.04%
-34.4%
Q4 2019$696,000
+14.7%
3,627
+0.3%
0.06%
+5.2%
Q3 2019$607,000
-13.5%
3,615
-10.4%
0.06%
-14.7%
Q2 2019$702,000
-25.7%
4,035
-26.4%
0.07%
-27.7%
Q1 2019$945,000
+18.9%
5,481
+10.8%
0.09%
+3.3%
Q4 2018$795,000
-10.8%
4,948
+0.2%
0.09%
-9.0%
Q3 2018$891,000
+18.6%
4,939
+4.7%
0.10%
+16.3%
Q2 2018$751,000
+8.5%
4,716
+4.6%
0.09%
-1.1%
Q1 2018$692,000
+29.8%
4,509
+30.4%
0.09%
+38.1%
Q4 2017$533,0003,4590.06%
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