B. Riley Wealth Management, 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
B. Riley Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$1,575,000
-0.3%
6,688
+7.7%
0.00%
-98.4%
Q1 2022$1,580,000
-4.9%
6,210
-0.4%
0.12%
+6.1%
Q4 2021$1,661,000
+20.8%
6,233
+12.1%
0.12%
+8.5%
Q3 2021$1,375,000
+2.5%
5,561
+2.4%
0.11%
-28.4%
Q2 2021$1,342,000
+11.2%
5,429
+2.9%
0.15%
+5.0%
Q1 2021$1,207,000
-4.9%
5,278
-6.9%
0.14%
-14.0%
Q4 2020$1,269,000
+31.0%
5,672
+19.4%
0.16%
+43.9%
Q3 2020$969,000
+113.0%
4,749
+100.9%
0.11%
+128.0%
Q2 2020$455,000
+97.0%
2,364
+76.7%
0.05%
+25.0%
Q1 2019$231,000
-16.9%
1,338
-22.7%
0.04%
-31.0%
Q4 2018$278,000
+13.0%
1,731
+27.2%
0.06%
-3.3%
Q3 2018$246,000
-16.3%
1,361
-43.0%
0.06%
-86.3%
Q1 2016$294,000
-49.7%
2,388
-45.7%
0.44%
-41.2%
Q4 2015$584,000
-16.5%
4,401
-22.9%
0.75%
-24.7%
Q3 2015$699,0005,7070.99%
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