Global Trust Asset 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
Global Trust Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,333
-3.6%
180.0%0.00%0.0%
Q2 2023$4,496
+2.7%
180.0%0.00%0.0%
Q1 2023$4,379
-3.5%
180.0%0.00%0.0%
Q4 2022$4,540
-98.1%
18
-98.0%
0.00%
-97.9%
Q4 2021$244,000
+6000.0%
918
+5000.0%
0.10%
+4700.0%
Q3 2021$4,0000.0%180.0%0.00%0.0%
Q2 2021$4,0000.0%180.0%0.00%0.0%
Q1 2021$4,0000.0%180.0%0.00%0.0%
Q4 2020$4,0000.0%180.0%0.00%
-33.3%
Q3 2020$4,000
+33.3%
180.0%0.00%
+50.0%
Q2 2020$3,0000.0%180.0%0.00%0.0%
Q1 2020$3,000
-99.1%
18
-98.9%
0.00%
-99.0%
Q4 2019$326,000
+10766.7%
1,700
+9900.0%
0.20%
+9700.0%
Q3 2019$3,000
-99.6%
17
-99.6%
0.00%
-99.6%
Q2 2019$721,000
+23933.3%
4,144
+24276.5%
0.48%
+24050.0%
Q1 2019$3,0000.0%170.0%0.00%
-33.3%
Q4 2018$3,0000.0%170.0%0.00%
+50.0%
Q3 2018$3,0000.0%170.0%0.00%0.0%
Q2 2018$3,0000.0%170.0%0.00%0.0%
Q1 2018$3,000170.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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