Wealthspire Advisors, L.P. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2020$727,000
+33.9%
3,564
+26.4%
0.03%
-33.3%
Q2 2020$543,000
+13.6%
2,820
-2.0%
0.04%
-7.1%
Q1 2020$478,000
-19.4%
2,879
-7.0%
0.04%
+5.0%
Q4 2019$593,000
+9.4%
3,095
-4.2%
0.04%0.0%
Q3 2019$542,000
-17.0%
3,230
-13.9%
0.04%
-18.4%
Q2 2019$653,000
+3.5%
3,752
+2.5%
0.05%
+2.1%
Q1 2019$631,000
+7.3%
3,6600.0%0.05%
-7.7%
Q4 2018$588,000
-12.1%
3,660
-1.3%
0.05%
-5.5%
Q3 2018$669,000
+7.9%
3,709
-4.9%
0.06%
-1.8%
Q2 2018$620,000
+3.2%
3,899
-0.4%
0.06%
-1.8%
Q1 2018$601,000
-11.2%
3,914
-10.9%
0.06%
-13.6%
Q4 2017$677,000
-2.9%
4,394
-4.0%
0.07%
-13.2%
Q3 2017$697,000
-2.5%
4,578
-5.6%
0.08%
-10.6%
Q2 2017$715,000
+22.0%
4,849
+14.0%
0.08%
+2.4%
Q1 2017$586,000
+8.7%
4,2550.0%0.08%
+2.5%
Q4 2016$539,000
-4.6%
4,2550.0%0.08%
-8.0%
Q3 2016$565,000
+3.1%
4,255
+1.3%
0.09%
-3.3%
Q2 2016$548,000
+69.1%
4,200
+59.7%
0.09%
+59.6%
Q1 2016$324,000
-7.2%
2,6300.0%0.06%
-12.3%
Q4 2015$349,0002,6300.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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