Foundations Investment Advisors, 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
Foundations Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,494,936
+29.0%
10,612
+34.4%
0.08%
+20.3%
Q2 2023$1,933,480
+27.1%
7,898
+23.8%
0.06%
+18.5%
Q1 2023$1,521,294
-67.7%
6,380
-65.1%
0.05%
-70.3%
Q1 2022$4,704,000
+124.6%
18,295
+123.5%
0.18%
+130.4%
Q4 2021$2,094,000
+36.6%
8,184
+30.8%
0.08%
+17.9%
Q3 2021$1,533,000
+104.9%
6,258
+68.8%
0.07%
-59.1%
Q3 2020$748,000
-99.1%
3,707
-99.2%
0.16%
-97.9%
Q2 2020$87,941,000449,4837.78%
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