Aptus Capital 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
Aptus Capital Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,227,222
+59.0%
5,220
+65.6%
0.03%
+73.7%
Q2 2023$771,673
-19.1%
3,152
-21.2%
0.02%
-26.9%
Q1 2023$954,141
+1136.8%
4,001
+1186.5%
0.03%
+1200.0%
Q4 2022$77,144
+10.2%
3110.0%0.00%0.0%
Q3 2022$70,000
+112.1%
311
+122.1%
0.00%
+100.0%
Q2 2022$33,000
-8.3%
1400.0%0.00%0.0%
Q1 2022$36,000
-2.7%
1400.0%0.00%0.0%
Q4 2021$37,000
+8.8%
1400.0%0.00%0.0%
Q3 2021$34,0000.0%1400.0%0.00%0.0%
Q2 2021$34,000
-22.7%
140
-28.2%
0.00%
-50.0%
Q1 2021$44,000
+2.3%
1950.0%0.00%0.0%
Q4 2020$43,000
+330.0%
195
+290.0%
0.00%
+100.0%
Q3 2020$10,000500.00%
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