Regal Investment Advisors LLC - 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
Regal Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$265,486
-3.7%
1,113
+0.2%
0.02%
-14.8%
Q4 2022$275,546
+11.1%
1,111
+0.4%
0.03%
+3.8%
Q3 2022$248,0000.0%1,107
+5.0%
0.03%0.0%
Q2 2022$248,000
-8.8%
1,054
-1.3%
0.03%
+4.0%
Q1 2022$272,000
-6.2%
1,068
-1.9%
0.02%
-3.8%
Q4 2021$290,000
+6.6%
1,089
-0.9%
0.03%0.0%
Q3 2021$272,000
-1.8%
1,099
-1.8%
0.03%
-7.1%
Q2 2021$277,000
+35.8%
1,119
+22.8%
0.03%
+21.7%
Q4 2020$204,000
-1.0%
911
-20.1%
0.02%
-46.5%
Q3 2018$206,000
-12.0%
1,140
-35.4%
0.04%
-34.8%
Q3 2016$234,000
-7.9%
1,764
-9.4%
0.07%
-5.7%
Q2 2016$254,000
-10.6%
1,947
-15.4%
0.07%
-9.1%
Q1 2016$284,000
-10.4%
2,301
-3.8%
0.08%
-6.1%
Q4 2015$317,000
+6.0%
2,391
-2.1%
0.08%
+5.1%
Q3 2015$299,000
+243.7%
2,442
+292.6%
0.08%
+225.0%
Q2 2015$87,000
+35.9%
622
+31.2%
0.02%
+50.0%
Q1 2015$64,000
+146.2%
474
+131.2%
0.02%
+128.6%
Q4 2014$26,000
+8.3%
205
+1.0%
0.01%0.0%
Q3 2014$24,000
+9.1%
203
+1.5%
0.01%
-12.5%
Q2 2014$22,000
+4.8%
2000.0%0.01%
-11.1%
Q1 2014$21,000
+5.0%
2000.0%0.01%
-18.2%
Q4 2013$20,000
+5.3%
2000.0%0.01%0.0%
Q3 2013$19,000
+11.8%
2000.0%0.01%
+22.2%
Q2 2013$17,0002000.01%
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