SVB WEALTH 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
SVB WEALTH LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$3,086,000
+0.1%
12,487
+0.0%
0.04%
+2.6%
Q2 2021$3,084,000
+8.0%
12,4810.0%0.04%
-2.5%
Q1 2021$2,855,000
-36.1%
12,481
-37.5%
0.04%
-39.4%
Q4 2020$4,466,000
+4.4%
19,966
-4.8%
0.07%
-7.0%
Q3 2020$4,277,000
+7.6%
20,966
+1.6%
0.07%
-4.1%
Q2 2020$3,974,000
+18.5%
20,626
+2.2%
0.07%
-8.6%
Q1 2020$3,353,000
+789.4%
20,186
+925.2%
0.08%
+1057.1%
Q4 2019$377,0001,9690.01%
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