Jacobi Capital Management 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
Jacobi Capital Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$241,971
+462.7%
1,029
+498.3%
0.03%
+440.0%
Q3 2021$43,000
+13.2%
172
+13.2%
0.01%0.0%
Q2 2021$38,000
+5.6%
152
-3.2%
0.01%0.0%
Q1 2021$36,000
+28.6%
157
+23.6%
0.01%
+25.0%
Q4 2020$28,000
+40.0%
127
+30.9%
0.00%0.0%
Q3 2020$20,000
+185.7%
97
+185.3%
0.00%
+300.0%
Q2 2020$7,000
+250.0%
34
+183.3%
0.00%
Q1 2020$2,000
-97.1%
12
-96.7%
0.00%
-100.0%
Q4 2019$69,000
-31.0%
360
-39.6%
0.01%
-35.0%
Q3 2019$100,000
+3.1%
596
+6.8%
0.02%0.0%
Q2 2019$97,000
+3.2%
558
+2.2%
0.02%
-16.7%
Q1 2019$94,000
+10.6%
546
+3.0%
0.02%
+4.3%
Q4 2018$85,000
-9.6%
530
+1.5%
0.02%
-8.0%
Q3 2018$94,000
+13.3%
522
+0.2%
0.02%
+4.2%
Q2 2018$83,000
+6.4%
5210.0%0.02%
+4.3%
Q1 2018$78,000
-23.5%
521
-19.3%
0.02%
-30.3%
Q4 2017$102,000
-2.9%
646
-5.7%
0.03%
-8.3%
Q3 2017$105,000
+4.0%
6850.0%0.04%
-7.7%
Q2 2017$101,000
+53.0%
685
+41.5%
0.04%
+14.7%
Q1 2017$66,000
+4.8%
4840.0%0.03%
-10.5%
Q4 2016$63,000
-1.6%
4840.0%0.04%
+26.7%
Q3 2016$64,000
+3100.0%
484
+4300.0%
0.03%
+2900.0%
Q2 2016$2,000110.00%
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