TRUE Private Wealth Advisors - 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
TRUE Private Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,863,107
-10.6%
16,432
-6.8%
0.54%
-16.0%
Q2 2023$4,318,742
+5.9%
17,640
+3.1%
0.64%
+5.6%
Q1 2023$4,078,972
-2.7%
17,105
+1.2%
0.60%
-6.5%
Q4 2022$4,192,295
+11.3%
16,901
+0.4%
0.65%
+13.3%
Q3 2022$3,766,000
-2.7%
16,837
+2.4%
0.57%
+1.2%
Q2 2022$3,872,000
+5.4%
16,445
+9.5%
0.56%
+8.9%
Q1 2022$3,672,000
-1.7%
15,019
+7.1%
0.52%
-2.8%
Q4 2021$3,735,000
+1.3%
14,021
-5.7%
0.53%
-0.7%
Q3 2021$3,686,000
+3.1%
14,862
+2.8%
0.54%
+0.9%
Q2 2021$3,574,000
+28.1%
14,462
+18.5%
0.53%
+17.7%
Q1 2021$2,791,000
+33.3%
12,201
+30.4%
0.45%
+28.5%
Q4 2020$2,093,000
+15.8%
9,355
+5.5%
0.35%
+13.6%
Q3 2020$1,808,000
+12.1%
8,866
+5.9%
0.31%
+4.7%
Q2 2020$1,613,000
+191.2%
8,374
+150.6%
0.30%
+150.0%
Q1 2020$554,000
-20.9%
3,341
-8.6%
0.12%
+10.3%
Q4 2019$700,000
+2.3%
3,654
-10.1%
0.11%
-9.3%
Q3 2019$684,000
-25.8%
4,066
-23.3%
0.12%
-24.8%
Q2 2019$922,000
+92.1%
5,302
+90.3%
0.16%
+72.5%
Q1 2019$480,000
-12.2%
2,786
-18.2%
0.09%
-5.2%
Q4 2018$547,000
-99.4%
3,407
+581.4%
0.10%
+638.5%
Q3 2018$90,205,0005000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders