Cypress Wealth Services, 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
Cypress Wealth Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$220,053
-3.1%
9360.0%0.06%
+1.7%
Q2 2023$227,110
+1.9%
936
+0.1%
0.06%
-7.7%
Q1 2023$222,965
-3.8%
935
+0.1%
0.06%
-12.2%
Q4 2022$231,718
+9.8%
934
+0.1%
0.07%
+2.8%
Q3 2022$211,000
-4.1%
933
+0.1%
0.07%
+2.9%
Q2 2022$220,000
-7.2%
932
+0.1%
0.07%
+7.7%
Q1 2022$237,000
-4.4%
9310.0%0.06%
-4.4%
Q4 2021$248,000
+7.8%
931
+0.2%
0.07%
-1.4%
Q3 2021$230,000
+6.0%
929
+5.7%
0.07%
+16.9%
Q2 2021$217,000
-2.3%
879
-9.6%
0.06%
+28.3%
Q1 2021$222,000
-7.5%
972
-9.3%
0.05%
-14.8%
Q4 2020$240,000
+9.6%
1,072
+0.1%
0.05%
-3.6%
Q3 2020$219,000
+6.3%
1,071
+0.1%
0.06%
+14.3%
Q2 2020$206,000
+0.5%
1,070
+0.1%
0.05%
-5.8%
Q4 2019$205,0001,0690.05%
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