ROPES WEALTH ADVISORS 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
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$114,000
+9.6%
5080.0%0.02%
-10.0%
Q3 2020$104,000
+6.1%
508
+0.4%
0.02%0.0%
Q2 2020$98,000
+16.7%
506
+0.4%
0.02%
-4.8%
Q1 2020$84,000
-55.1%
504
-48.2%
0.02%
-47.5%
Q4 2019$187,000
-30.5%
973
-39.4%
0.04%
-29.8%
Q3 2019$269,000
+36.5%
1,605
+41.4%
0.06%
+35.7%
Q2 2019$197,000
-4.8%
1,135
-5.3%
0.04%
-23.6%
Q1 2019$207,0001,1990.06%
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