Fieldpoint Private Securities, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 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 2021
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