Cetera Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cetera Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$21,018,648
+6.8%
89,403
+11.2%
0.33%
+5.8%
Q2 2023$19,686,793
+2.0%
80,413
-0.7%
0.31%
-3.7%
Q1 2023$19,308,413
+2.0%
80,971
+6.1%
0.32%
-6.1%
Q4 2022$18,923,002
+21.6%
76,287
+9.7%
0.34%
-16.5%
Q3 2022$15,562,000
+4.3%
69,568
+9.8%
0.41%
+20.9%
Q2 2022$14,927,000
-2.3%
63,386
+5.6%
0.34%
+11.5%
Q1 2022$15,272,000
-3.3%
60,037
+1.3%
0.30%
-4.7%
Q4 2021$15,794,000
+15.7%
59,284
+7.3%
0.32%
+20.3%
Q3 2021$13,653,000
+8.2%
55,241
+8.2%
0.27%
-11.0%
Q2 2021$12,618,000
+13.9%
51,057
+5.5%
0.30%
-1.6%
Q1 2021$11,074,000
+21.5%
48,412
+18.8%
0.30%
+4.1%
Q4 2020$9,116,000
+18.7%
40,744
+8.2%
0.29%
+1.0%
Q3 2020$7,683,000
+18.2%
37,660
+11.6%
0.29%
+4.3%
Q2 2020$6,500,000
+21.2%
33,739
+4.5%
0.28%
-3.8%
Q1 2020$5,362,000
-2.6%
32,285
+12.5%
0.29%
+22.6%
Q4 2019$5,503,000
+25.1%
28,700
+9.8%
0.24%
+21.1%
Q3 2019$4,398,000
-11.3%
26,141
-8.4%
0.19%
-11.8%
Q2 2019$4,956,000
-2.4%
28,550
-3.2%
0.22%
-13.0%
Q1 2019$5,077,000
+9.6%
29,498
+2.1%
0.25%
-6.6%
Q4 2018$4,633,000
-8.7%
28,895
+2.9%
0.27%
+8.8%
Q3 2018$5,077,000
+18.2%
28,083
+4.2%
0.25%
+0.4%
Q2 2018$4,295,000
-0.9%
26,959
-4.4%
0.25%
-5.0%
Q1 2018$4,332,000
+0.6%
28,202
+0.8%
0.26%
-0.8%
Q4 2017$4,307,000
-16.7%
27,968
-17.6%
0.26%
-15.7%
Q3 2017$5,168,000
+17.1%
33,951
+13.3%
0.31%
+13.0%
Q2 2017$4,413,000
-0.9%
29,953
-7.1%
0.28%
-7.1%
Q1 2017$4,454,000
+30.9%
32,244
+20.4%
0.30%
+16.0%
Q4 2016$3,402,000
-34.0%
26,791
-31.0%
0.26%
-35.2%
Q3 2016$5,157,000
+82.5%
38,851
+79.5%
0.40%
+80.4%
Q2 2016$2,826,000
+15.7%
21,646
+8.7%
0.22%
+7.4%
Q1 2016$2,443,000
-8.8%
19,916
-1.4%
0.20%
-10.1%
Q4 2015$2,678,000
+116.8%
20,202
+98.8%
0.23%
+92.4%
Q3 2015$1,235,000
-9.5%
10,161
+3.9%
0.12%
+1.7%
Q2 2015$1,364,000
-2.7%
9,777
-4.9%
0.12%
-10.1%
Q1 2015$1,402,000
+29.9%
10,281
+20.9%
0.13%
+22.9%
Q4 2014$1,079,000
+40.7%
8,507
+30.7%
0.10%
+81.0%
Q3 2014$767,000
+14.8%
6,507
+8.7%
0.06%
-22.7%
Q2 2014$668,000
+29.7%
5,987
+25.3%
0.08%
+5.6%
Q1 2014$515,000
-5.7%
4,779
-11.6%
0.07%
-12.3%
Q4 2013$546,000
+42.9%
5,405
+31.6%
0.08%
+19.1%
Q3 2013$382,000
+63.9%
4,108
+53.6%
0.07%
+38.8%
Q2 2013$233,0002,6740.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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