Sigma Planning Corp - 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
Sigma Planning Corp ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,302,133
-9.6%
9,792
-5.8%
0.09%
-5.5%
Q2 2023$2,545,597
-5.9%
10,397
-8.4%
0.09%
+1.1%
Q1 2023$2,705,867
-4.2%
11,347
-0.4%
0.09%
-10.9%
Q4 2022$2,824,841
+14.3%
11,388
+3.1%
0.10%
+7.4%
Q3 2022$2,472,000
-7.4%
11,049
-2.5%
0.09%
+1.1%
Q2 2022$2,669,000
+0.5%
11,331
+8.5%
0.09%
+16.2%
Q1 2022$2,656,000
-7.8%
10,440
-3.4%
0.08%0.0%
Q4 2021$2,881,000
+10.7%
10,813
+2.7%
0.08%
+2.6%
Q3 2021$2,602,000
-3.2%
10,528
-3.2%
0.08%
-2.5%
Q2 2021$2,688,000
+9.0%
10,875
+0.9%
0.08%
+1.3%
Q1 2021$2,466,000
-4.2%
10,778
-6.3%
0.08%
-10.2%
Q4 2020$2,575,000
+9.9%
11,507
+0.2%
0.09%
-5.4%
Q3 2020$2,343,000
+0.6%
11,487
-5.0%
0.09%
-8.8%
Q2 2020$2,328,000
+22.0%
12,086
+5.2%
0.10%
-9.7%
Q1 2020$1,908,000
-20.3%
11,489
-7.9%
0.11%
+11.9%
Q4 2019$2,393,000
+20.9%
12,481
+5.7%
0.10%
+6.3%
Q3 2019$1,979,000
+6.7%
11,804
+10.7%
0.10%
-1.0%
Q2 2019$1,855,000
+5.2%
10,663
+4.3%
0.10%
-4.0%
Q1 2019$1,763,000
+14.3%
10,219
+6.4%
0.10%
-10.7%
Q4 2018$1,542,000
+6.4%
9,600
+19.5%
0.11%
+31.8%
Q3 2018$1,449,000
+11.3%
8,034
-1.8%
0.08%
-2.3%
Q2 2018$1,302,000
+10.9%
8,178
+6.9%
0.09%
+1.2%
Q1 2018$1,174,000
-0.3%
7,647
+0.1%
0.09%
-5.5%
Q4 2017$1,177,000
+39.5%
7,636
+37.8%
0.09%
+30.0%
Q3 2017$844,000
+5.6%
5,540
+2.2%
0.07%
-6.7%
Q2 2017$799,000
+25.6%
5,421
+17.5%
0.08%
+21.0%
Q1 2017$636,000
-12.0%
4,613
-19.2%
0.06%
-21.5%
Q4 2016$723,000
-45.2%
5,707
-42.5%
0.08%
-49.4%
Q3 2016$1,319,000
+16.2%
9,925
+14.1%
0.16%
+5.4%
Q2 2016$1,135,000
+10.2%
8,696
+4.1%
0.15%
+5.0%
Q1 2016$1,030,000
-18.5%
8,352
-12.2%
0.14%
-20.3%
Q4 2015$1,264,000
+0.8%
9,511
-7.1%
0.18%
-11.1%
Q3 2015$1,254,000
-11.9%
10,234
+0.6%
0.20%
+1.0%
Q2 2015$1,424,000
+6.7%
10,176
+3.3%
0.20%
+11.3%
Q1 2015$1,335,000
+94.3%
9,853
+80.2%
0.18%
+94.5%
Q4 2014$687,0005,4670.09%
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