Pinnacle Advisory Group, 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
Pinnacle Advisory Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$24,234,000
-14.1%
105,941
-16.0%
1.12%
-34.6%
Q4 2020$28,202,000
-7.4%
126,054
-15.6%
1.71%
-15.7%
Q3 2020$30,451,000
+5.3%
149,272
-0.6%
2.02%
+0.7%
Q2 2020$28,919,000
+7.8%
150,112
-7.1%
2.01%
-22.0%
Q1 2020$26,829,000
-16.7%
161,532
-3.9%
2.58%
+18.8%
Q4 2019$32,213,000
+11.5%
168,001
-2.5%
2.17%
+7.7%
Q3 2019$28,893,000
-9.0%
172,309
-5.6%
2.01%
-8.3%
Q2 2019$31,737,000
-20.7%
182,461
-21.4%
2.20%
-21.6%
Q1 2019$40,037,000
-0.4%
232,123
-7.3%
2.80%
-6.9%
Q4 2018$40,211,000
-30.2%
250,382
-21.6%
3.01%
-24.2%
Q3 2018$57,647,000
-10.1%
319,531
-20.7%
3.97%
+2.6%
Q2 2018$64,138,000
+1.6%
403,029
-2.0%
3.87%
+3.0%
Q1 2018$63,154,000
-2.2%
411,348
-1.8%
3.76%
-0.2%
Q4 2017$64,598,000
-0.9%
419,086
-2.1%
3.76%
-6.4%
Q3 2017$65,207,000
+2.0%
428,207
-1.3%
4.02%
-0.9%
Q2 2017$63,921,000
+9.1%
433,745
+2.0%
4.06%
+6.1%
Q1 2017$58,580,000
+5.9%
425,045
-2.6%
3.83%
+2.2%
Q4 2016$55,308,000
-2.1%
436,286
-0.5%
3.75%
-20.7%
Q3 2016$56,487,000
-2.8%
438,464
-1.5%
4.73%
+5.8%
Q2 2016$58,100,000
+5.0%
445,251
-0.8%
4.47%
-15.2%
Q1 2016$55,339,000
-3.8%
448,818
+3.7%
5.27%
+1.9%
Q4 2015$57,535,000
+18.6%
432,991
+9.3%
5.17%
+0.0%
Q3 2015$48,531,000
-7.8%
395,979
+5.3%
5.17%
+0.8%
Q2 2015$52,615,000
-1.8%
375,930
-5.0%
5.13%
+6.8%
Q1 2015$53,602,000
+6.1%
395,531
-1.6%
4.80%
+4.9%
Q4 2014$50,504,000
+10.8%
402,138
+3.2%
4.58%
-21.6%
Q3 2014$45,580,000
+63.5%
389,606
+56.0%
5.84%
+78.4%
Q2 2014$27,884,000
-62.5%
249,794
-64.1%
3.27%
-55.9%
Q1 2014$74,376,000
+21.5%
695,614
+14.9%
7.42%
+2.4%
Q4 2013$61,215,000
+7.9%
605,489
-0.6%
7.24%
+9.1%
Q3 2013$56,743,000
-11.9%
609,227
-18.3%
6.64%
-22.5%
Q2 2013$64,422,000745,7098.56%
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