ACG Wealth - 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
ACG Wealth ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$131,000
-94.6%
556
-93.9%
0.03%
-92.2%
Q4 2021$2,432,000
+5.9%
9,130
-1.8%
0.35%
+14.6%
Q3 2021$2,297,000
+12.0%
9,295
+12.1%
0.30%
+16.2%
Q2 2021$2,050,000
+67.9%
8,295
+55.4%
0.26%
+60.5%
Q1 2021$1,221,000
+426.3%
5,337
+414.7%
0.16%
+406.2%
Q4 2020$232,000
+5.9%
1,037
-9.2%
0.03%
-3.0%
Q4 2019$219,000
-12.7%
1,142
-23.7%
0.03%
-10.8%
Q3 2019$251,000
-29.1%
1,496
-26.4%
0.04%
-22.9%
Q2 2019$354,000
+1.4%
2,032
+0.5%
0.05%
+2.1%
Q1 2019$349,000
+8.0%
2,022
+0.5%
0.05%
-6.0%
Q4 2018$323,000
-3.0%
2,012
+9.1%
0.05%
+13.6%
Q3 2018$333,000
+14.0%
1,844
+0.5%
0.04%0.0%
Q2 2018$292,000
-12.3%
1,834
-15.3%
0.04%
-12.0%
Q1 2018$333,000
-26.8%
2,166
-26.6%
0.05%
-25.4%
Q4 2017$455,000
-17.1%
2,951
-18.2%
0.07%
-30.2%
Q3 2017$549,000
-15.4%
3,606
-18.1%
0.10%
-10.3%
Q2 2017$649,000
+4.5%
4,401
-2.4%
0.11%
-6.1%
Q1 2017$621,000
+8.0%
4,507
-0.7%
0.11%
-6.6%
Q4 2016$575,000
-0.5%
4,538
+4.3%
0.12%
-0.8%
Q3 2016$578,000
+64.7%
4,352
+61.9%
0.12%
+57.7%
Q2 2016$351,000
+3.8%
2,688
-1.9%
0.08%
+2.6%
Q1 2016$338,000
-29.3%
2,740
-23.8%
0.08%
-29.0%
Q4 2015$478,000
+10.9%
3,594
+2.2%
0.11%
-7.8%
Q3 2015$431,000
-8.3%
3,516
+4.7%
0.12%
-1.7%
Q2 2015$470,000
+13.3%
3,357
+9.6%
0.12%
+7.3%
Q1 2015$415,000
+60.2%
3,062
+48.4%
0.11%
+57.1%
Q4 2014$259,0002,0640.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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