Oakworth Capital, Inc. - 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
Oakworth Capital, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$46,785
-4.5%
199
-0.5%
0.00%0.0%
Q2 2023$48,964
+2.7%
2000.0%0.00%0.0%
Q1 2023$47,692
-3.9%
2000.0%0.00%
-20.0%
Q4 2022$49,610
+10.2%
2000.0%0.01%0.0%
Q3 2022$45,000
-4.3%
2000.0%0.01%0.0%
Q2 2022$47,000
-7.8%
2000.0%0.01%
+25.0%
Q1 2022$51,000
-3.8%
2000.0%0.00%
-20.0%
Q4 2021$53,000
+8.2%
2000.0%0.01%0.0%
Q3 2021$49,0000.0%2000.0%0.01%0.0%
Q2 2021$49,000
+6.5%
2000.0%0.01%0.0%
Q1 2021$46,000
+2.2%
2000.0%0.01%
-16.7%
Q4 2020$45,000
+9.8%
2000.0%0.01%
-14.3%
Q3 2020$41,000
+5.1%
2000.0%0.01%0.0%
Q2 2020$39,000
+18.2%
2000.0%0.01%
-12.5%
Q1 2020$33,000
-15.4%
2000.0%0.01%
+14.3%
Q4 2019$39,000
+14.7%
2000.0%0.01%0.0%
Q3 2019$34,000
-2.9%
2000.0%0.01%0.0%
Q2 2019$35,0002000.01%
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