Jackson, Grant Investment Advisers, 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
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$66,483
-10.2%
268
-18.5%
0.03%
-17.9%
Q3 2022$74,000
-3.9%
329
+0.3%
0.04%
+2.6%
Q2 2022$77,000
-7.2%
3280.0%0.04%
+8.6%
Q1 2022$83,000
+2.5%
3280.0%0.04%
-2.8%
Q3 2021$81,0000.0%3280.0%0.04%0.0%
Q2 2021$81,000
+8.0%
3280.0%0.04%
+5.9%
Q1 2021$75,000
+435.7%
328
+429.0%
0.03%
+385.7%
Q4 2020$14,000
-65.9%
62
-74.9%
0.01%
-69.6%
Q3 2019$41,000
-4.7%
2470.0%0.02%
-8.0%
Q2 2019$43,000
+2.4%
247
+0.4%
0.02%0.0%
Q1 2019$42,000
+7.7%
246
+0.8%
0.02%
-7.4%
Q4 2018$39,000
-11.4%
244
+0.4%
0.03%
-3.6%
Q3 2018$44,000
+15.8%
243
+0.8%
0.03%
+7.7%
Q2 2018$38,000
+2.7%
2410.0%0.03%0.0%
Q1 2018$37,0000.0%2410.0%0.03%
+4.0%
Q4 2017$37,000
-52.6%
241
-52.7%
0.02%
-55.4%
Q3 2017$78,000
+4.0%
510
+0.2%
0.06%
-3.4%
Q2 2017$75,000
+7.1%
509
+0.4%
0.06%
+3.6%
Q1 2017$70,000
+9.4%
5070.0%0.06%
+3.7%
Q4 2016$64,000
-4.5%
507
+0.4%
0.05%
-1.8%
Q3 2016$67,000
+4.7%
505
+4.1%
0.06%
-9.8%
Q4 2015$64,0004850.06%
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