Dakota Wealth Management - 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
Dakota Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$12,289,670
+562.5%
52,274
+589.9%
0.54%
+523.0%
Q2 2023$1,855,027
+4.0%
7,577
+1.3%
0.09%
-26.9%
Q1 2023$1,782,952
-1.0%
7,477
+3.0%
0.12%
-7.0%
Q4 2022$1,800,648
+13.7%
7,259
+2.5%
0.13%0.0%
Q3 2022$1,584,000
+375.7%
7,081
+401.1%
0.13%
+312.9%
Q2 2022$333,000
-2.9%
1,413
+4.8%
0.03%
+10.7%
Q1 2022$343,000
-18.5%
1,348
-14.7%
0.03%
-36.4%
Q4 2021$421,000
+24.2%
1,580
+15.1%
0.04%
+12.8%
Q3 2021$339,000
-3.4%
1,373
-3.4%
0.04%
-7.1%
Q2 2021$351,000
+8.0%
1,421
+0.1%
0.04%
-2.3%
Q1 2021$325,000
-4.1%
1,419
-6.3%
0.04%
-2.3%
Q4 2020$339,000
+7.3%
1,515
-2.2%
0.04%
-12.0%
Q3 2020$316,000
+6.0%
1,549
+0.3%
0.05%
-2.0%
Q2 2020$298,000
+5.7%
1,545
-9.1%
0.05%
-17.7%
Q1 2020$282,000
-22.3%
1,700
-10.3%
0.06%
+6.9%
Q4 2019$363,000
+13.4%
1,896
-0.8%
0.06%
+5.5%
Q3 2019$320,0001,9110.06%
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