Cornerstone Advisory, 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
Cornerstone Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,056,118
-6.8%
34,267
-2.9%
1.41%
-7.2%
Q2 2023$8,639,802
-0.4%
35,290
-3.0%
1.52%
-2.8%
Q1 2023$8,671,583
-2.2%
36,365
+1.7%
1.56%
-10.6%
Q4 2022$8,868,503
+12.2%
35,753
+1.2%
1.75%
-1.0%
Q3 2022$7,905,000
-8.5%
35,337
-3.7%
1.76%
-10.7%
Q2 2022$8,638,000
-19.1%
36,679
-12.7%
1.98%
+21.3%
Q1 2022$10,683,000
-2.0%
41,993
+2.7%
1.63%
+4.0%
Q4 2021$10,899,000
+23.8%
40,907
+14.8%
1.57%
+7.5%
Q3 2021$8,804,000
+16.5%
35,624
+16.5%
1.46%
+14.5%
Q2 2021$7,558,000
+8.0%
30,581
-0.0%
1.27%
-3.9%
Q1 2021$6,996,000
+1.0%
30,584
-1.3%
1.32%
-5.6%
Q4 2020$6,930,000
+16.5%
30,974
+6.3%
1.40%
+1.2%
Q3 2020$5,946,000
+6.6%
29,142
+0.6%
1.39%
-4.7%
Q2 2020$5,579,000
+10.7%
28,954
-4.6%
1.46%
-5.1%
Q1 2020$5,042,000
-4.3%
30,354
+10.4%
1.53%
+40.5%
Q4 2019$5,271,000
+8.6%
27,490
-5.1%
1.09%
+4.2%
Q3 2019$4,855,000
-5.1%
28,958
-1.5%
1.05%
-5.6%
Q2 2019$5,115,000
+2.7%
29,405
+1.8%
1.11%
+1.2%
Q1 2019$4,980,000
+0.5%
28,872
-6.4%
1.10%
-15.7%
Q4 2018$4,956,000
+25.7%
30,859
+41.2%
1.30%
+11.2%
Q3 2018$3,943,000
+13.7%
21,856
+0.3%
1.17%
+2.4%
Q2 2018$3,469,000
-1.1%
21,794
-4.6%
1.14%
-9.6%
Q1 2018$3,507,000
-23.1%
22,845
-22.8%
1.26%
-19.2%
Q4 2017$4,561,000
+7.9%
29,592
+6.6%
1.56%
+9.2%
Q3 2017$4,228,000
+11.4%
27,767
+7.9%
1.43%
+12.7%
Q2 2017$3,794,000
+155.8%
25,740
+139.3%
1.27%
+69.6%
Q1 2017$1,483,000
+23.5%
10,758
+13.6%
0.75%
-16.9%
Q4 2016$1,201,000
+158.3%
9,474
+170.8%
0.90%
+135.9%
Q3 2016$465,000
-1.7%
3,499
-3.6%
0.38%
-4.0%
Q2 2016$473,000
+6.1%
3,629
+0.2%
0.40%
+4.5%
Q1 2016$446,000
-6.1%
3,620
+1.2%
0.38%
-6.8%
Q4 2015$475,0003,5760.41%
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