Capital Investment Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$585,739
-2.0%
2,491
+2.0%
0.06%
-3.4%
Q2 2023$597,745
+2.0%
2,442
-0.6%
0.06%
-14.5%
Q1 2023$585,794
-3.9%
2,4570.0%0.07%
-4.2%
Q4 2022$609,543
+229.5%
2,457
+196.4%
0.07%
+200.0%
Q3 2022$185,000
-5.1%
8290.0%0.02%0.0%
Q2 2022$195,000
-7.6%
8290.0%0.02%
+4.3%
Q1 2022$211,000
-9.4%
829
-5.1%
0.02%
-17.9%
Q4 2021$233,000
+7.9%
8740.0%0.03%
+3.7%
Q3 2021$216,0000.0%8740.0%0.03%0.0%
Q2 2021$216,000
-5.3%
874
-12.3%
0.03%
-15.6%
Q1 2021$228,000
-2.1%
997
-4.3%
0.03%
-8.6%
Q4 2020$233,000
+9.4%
1,0420.0%0.04%
-12.5%
Q3 2020$213,000
+15.8%
1,042
+9.2%
0.04%
+8.1%
Q2 2020$184,000
+16.5%
9540.0%0.04%
-5.1%
Q1 2020$158,000
-83.4%
954
-80.8%
0.04%
-84.7%
Q4 2019$953,000
-36.4%
4,970
-44.4%
0.26%
-39.0%
Q3 2019$1,499,000
-5.0%
8,942
-2.5%
0.42%
-12.9%
Q2 2019$1,578,000
-3.7%
9,168
-3.5%
0.48%
-21.3%
Q1 2019$1,639,000
+8.9%
9,503
+1.4%
0.61%
-5.1%
Q4 2018$1,505,000
-11.2%
9,374
-0.2%
0.64%
-19.0%
Q3 2018$1,695,000
+11.4%
9,393
-1.8%
0.79%
+4.2%
Q2 2018$1,522,000
+101.1%
9,565
+93.9%
0.76%
+80.6%
Q1 2018$757,0004,9330.42%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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