Intersect Capital 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
Intersect Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$384,000
-7.2%
1,6290.0%0.12%
+46.8%
Q1 2022$414,000
-0.7%
1,629
+4.2%
0.08%
+2.6%
Q4 2021$417,000
-1.2%
1,564
-8.3%
0.08%
+6.9%
Q3 2021$422,0000.0%1,7060.0%0.07%
-4.0%
Q2 2021$422,000
+9.6%
1,706
+1.5%
0.08%
-3.8%
Q1 2021$385,000
+2.4%
1,6810.0%0.08%
-6.0%
Q4 2020$376,000
+9.6%
1,6810.0%0.08%
-9.8%
Q3 2020$343,000
+5.9%
1,6810.0%0.09%
-11.5%
Q2 2020$324,000
-27.8%
1,681
-37.8%
0.10%
-41.9%
Q1 2020$449,000
-13.3%
2,7030.0%0.18%
+3.5%
Q4 2019$518,000
+20.7%
2,703
+5.5%
0.17%
+8.1%
Q3 2019$429,000
+79.5%
2,561
+65.2%
0.16%
+24.0%
Q4 2017$239,000
+1.3%
1,5500.0%0.13%
-3.7%
Q3 2017$236,000
+3.5%
1,5500.0%0.13%
-2.2%
Q2 2017$228,0001,5500.14%
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