Fieldpoint Private Securities, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$212,000
-7.4%
9000.0%0.06%
+31.9%
Q1 2022$229,000
-4.6%
9000.0%0.05%0.0%
Q4 2021$240,000
+8.1%
9000.0%0.05%
-4.1%
Q3 2021$222,000
-4.3%
9000.0%0.05%
-3.9%
Q2 2021$232,000
+12.6%
9000.0%0.05%
+6.2%
Q1 2021$206,000
+2.5%
9000.0%0.05%
+4.3%
Q4 2020$201,000
+16.2%
9000.0%0.05%
-9.8%
Q4 2019$173,000
+14.6%
9000.0%0.05%
-7.3%
Q3 2019$151,000
-33.2%
900
-30.6%
0.06%
-22.5%
Q2 2019$226,000
+45.8%
1,296
+44.0%
0.07%
+10.9%
Q1 2019$155,000
+6.9%
9000.0%0.06%0.0%
Q4 2018$145,000
-10.5%
9000.0%0.06%
+4.9%
Q3 2018$162,000
+13.3%
9000.0%0.06%
+10.9%
Q2 2018$143,000
+3.6%
9000.0%0.06%
-12.7%
Q1 2018$138,000
-0.7%
9000.0%0.06%
-13.7%
Q4 2017$139,000
+1.5%
9000.0%0.07%
+23.7%
Q3 2017$137,000
-6.8%
900
-10.0%
0.06%
-41.0%
Q2 2017$147,000
+6.5%
1,0000.0%0.10%
-6.5%
Q1 2017$138,0001,0000.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders