B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,370,802
+1.7%
14,284
+5.9%
0.09%
+23.0%
Q2 2023$3,313,306
+3.3%
13,486
+0.3%
0.07%
-12.9%
Q1 2023$3,207,565
-15.5%
13,451
-12.1%
0.08%
-19.8%
Q4 2022$3,795,689
+13.6%
15,302
+2.4%
0.11%
+5.0%
Q3 2022$3,342,000
+56.9%
14,940
+65.3%
0.10%
+12.2%
Q2 2022$2,130,000
-4.8%
9,040
+2.8%
0.09%
+23.3%
Q1 2022$2,238,000
-11.4%
8,794
-7.2%
0.07%0.0%
Q4 2021$2,526,000
+11.8%
9,479
+3.7%
0.07%
+1.4%
Q3 2021$2,259,000
-2.6%
9,137
-2.8%
0.07%
-4.0%
Q2 2021$2,319,000
+31.6%
9,402
+22.0%
0.08%
+21.0%
Q1 2021$1,762,000
+53.6%
7,707
+50.3%
0.06%
+1.6%
Q4 2020$1,147,000
-19.8%
5,127
-27.9%
0.06%
-19.7%
Q3 2020$1,431,000
+45.9%
7,109
+39.7%
0.08%
+15.2%
Q2 2020$981,000
+44.9%
5,088
+25.0%
0.07%
+13.8%
Q1 2020$677,000
+220.9%
4,072
+271.9%
0.06%
+222.2%
Q4 2019$211,000
-26.5%
1,095
-38.6%
0.02%
-56.1%
Q4 2018$287,000
-17.8%
1,783
-7.4%
0.04%
-2.4%
Q3 2018$349,000
-2.2%
1,926
-28.2%
0.04%
-40.0%
Q3 2016$357,000
+24.0%
2,683
+21.6%
0.07%
+20.7%
Q2 2016$288,000
-4.6%
2,206
-10.0%
0.06%
-17.1%
Q1 2016$302,000
-7.4%
2,452
+0.0%
0.07%
+6.1%
Q4 2015$326,000
+3.2%
2,451
-4.8%
0.07%
-13.2%
Q3 2015$316,000
-6.8%
2,575
+6.6%
0.08%
-9.5%
Q2 2015$339,000
+27.4%
2,415
+22.9%
0.08%
+29.2%
Q1 2015$266,000
+7.7%
1,9650.0%0.06%
+1200.0%
Q4 2014$247,000
-47.0%
1,965
-50.6%
0.01%
-93.0%
Q3 2014$466,000
-99.8%
3,980
+8.2%
0.07%
+47.9%
Q2 2014$205,604,000
+81488.9%
3,680
+55.9%
0.05%
-36.8%
Q1 2014$252,000
+5.4%
2,3600.0%0.08%0.0%
Q4 2013$239,000
+35.0%
2,360
+24.2%
0.08%
+24.6%
Q3 2013$177,000
-3.8%
1,900
-10.7%
0.06%
-1.6%
Q2 2013$184,0002,1280.06%
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