Winch Advisory Services, 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
Winch Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$467
-8.4%
1,988
-4.6%
0.17%
-6.6%
Q2 2023$510
-0.4%
2,084
-3.0%
0.18%
-8.0%
Q1 2023$512
-3.2%
2,149
+0.8%
0.20%
-11.9%
Q4 2022$529
-99.9%
2,132
+16.2%
0.23%
+28.4%
Q3 2022$410,000
-5.1%
1,8340.0%0.18%0.0%
Q2 2022$432,000
-6.1%
1,834
+1.4%
0.18%
+10.0%
Q1 2022$460,000
-13.4%
1,808
-9.3%
0.16%
-9.1%
Q4 2021$531,000
+9.5%
1,993
+1.5%
0.18%
+4.1%
Q3 2021$485,000
+0.2%
1,964
+0.2%
0.17%
-2.9%
Q2 2021$484,000
+101.7%
1,960
+86.5%
0.17%
+81.2%
Q1 2021$240,000
+103.4%
1,051
+99.4%
0.10%
+95.9%
Q4 2020$118,000
+10.3%
527
+0.2%
0.05%
+8.9%
Q3 2020$107,000
+3.9%
526
-1.7%
0.04%
-8.2%
Q2 2020$103,000
+15.7%
5350.0%0.05%
+11.4%
Q1 2020$89,000
-13.6%
5350.0%0.04%
-10.2%
Q4 2019$103,000
+5.1%
535
-8.2%
0.05%
-3.9%
Q3 2019$98,000
-7.5%
583
-4.3%
0.05%
-7.3%
Q2 2019$106,000
+1.0%
6090.0%0.06%
-5.2%
Q1 2019$105,000
+6.1%
609
-1.1%
0.06%
+5.5%
Q4 2018$99,000
-12.4%
616
-2.1%
0.06%
-3.5%
Q3 2018$113,000
+13.0%
6290.0%0.06%
+5.6%
Q2 2018$100,000
-2.9%
629
-6.5%
0.05%
-10.0%
Q1 2018$103,000
-97.9%
673
-97.9%
0.06%
-98.0%
Q4 2017$4,915,000
+4.8%
31,889
+3.6%
2.96%
-3.1%
Q3 2017$4,688,000
-0.3%
30,785
-3.5%
3.05%
+3.0%
Q2 2017$4,703,000
+4.2%
31,911
-2.5%
2.96%
+3.4%
Q1 2017$4,512,000
+17.6%
32,741
+8.2%
2.86%
+8.4%
Q4 2016$3,837,000
+4819.2%
30,270
+5030.5%
2.64%
+4025.0%
Q3 2016$78,000
-80.7%
590
-80.9%
0.06%
-86.9%
Q2 2016$404,000
+1920.0%
3,092
+1796.9%
0.49%
+1431.2%
Q1 2016$20,000
-9.1%
1630.0%0.03%
+28.0%
Q4 2015$22,000
-95.8%
163
-96.2%
0.02%
-96.7%
Q3 2015$521,000
-93.4%
4,252
-92.4%
0.76%
-82.3%
Q2 2015$7,860,000
-33.8%
56,158
-35.9%
4.30%
-37.8%
Q1 2015$11,865,000
+44.7%
87,550
+34.1%
6.91%
+54.8%
Q4 2014$8,198,000
+38.2%
65,278
+28.7%
4.46%
+17.4%
Q3 2014$5,932,000
+40.2%
50,707
+33.8%
3.80%
+53.2%
Q2 2014$4,232,000
-32.0%
37,910
-34.9%
2.48%
-37.0%
Q1 2014$6,224,00058,2133.94%
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