Allworth Financial LP - 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
Allworth Financial LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,034,257
-10.2%
12,906
-6.5%
0.03%
-10.3%
Q2 2023$3,380,119
-3.0%
13,807
-5.5%
0.03%
-17.1%
Q1 2023$3,485,261
-4.6%
14,616
-0.8%
0.04%
-12.5%
Q4 2022$3,653,608
+12.0%
14,729
+1.0%
0.04%
-2.4%
Q3 2022$3,263,000
-6.8%
14,587
-1.9%
0.04%
-14.6%
Q2 2022$3,502,000
-6.5%
14,872
+1.1%
0.05%0.0%
Q1 2022$3,744,000
+45.9%
14,717
+52.7%
0.05%
+33.3%
Q4 2021$2,567,000
+4.2%
9,637
-3.3%
0.04%
-12.2%
Q3 2021$2,464,000
+1411.7%
9,968
+1412.6%
0.04%
+1266.7%
Q2 2021$163,000
+7.9%
6590.0%0.00%0.0%
Q1 2021$151,000
+788.2%
659
+790.5%
0.00%
Q4 2020$17,000
-84.0%
74
-85.8%
0.00%
-100.0%
Q3 2020$106,000
+657.1%
521
+604.1%
0.00%
Q2 2020$14,000
+16.7%
740.0%0.00%
Q1 2020$12,000
-14.3%
740.0%0.00%
Q4 2019$14,000
+40.0%
74
+19.4%
0.00%
Q3 2019$10,000
-33.3%
62
-28.7%
0.00%
-100.0%
Q2 2019$15,0000.0%870.0%0.00%0.0%
Q1 2019$15,000
+50.0%
87
+40.3%
0.00%
Q4 2018$10,000
-9.1%
620.0%0.00%
Q3 2018$11,000
+10.0%
620.0%0.00%
Q2 2018$10,0000.0%620.0%0.00%
-100.0%
Q1 2018$10,0000.0%620.0%0.00%0.0%
Q4 2017$10,000
+11.1%
620.0%0.00%0.0%
Q3 2017$9,000
-78.0%
62
-77.9%
0.00%
-75.0%
Q2 2017$41,000
+5.1%
2800.0%0.00%0.0%
Q1 2017$39,0002800.00%
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