Edge Capital Group, 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
Edge Capital Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$600,000
-4.9%
2,6800.0%0.05%
-10.9%
Q2 2022$631,000
-7.5%
2,6800.0%0.06%
+17.0%
Q1 2022$682,000
-4.5%
2,6800.0%0.05%
-7.8%
Q4 2021$714,000
+7.9%
2,6800.0%0.05%
-3.8%
Q3 2021$662,0000.0%2,6800.0%0.05%0.0%
Q2 2021$662,000
+8.0%
2,6800.0%0.05%
+3.9%
Q1 2021$613,000
+2.2%
2,6800.0%0.05%0.0%
Q4 2020$600,000
+2.7%
2,680
-6.5%
0.05%
-12.1%
Q3 2020$584,000
+5.8%
2,865
+0.0%
0.06%0.0%
Q2 2020$552,000
+16.0%
2,864
+0.0%
0.06%
+1.8%
Q1 2020$476,000
-13.3%
2,8630.0%0.06%
+7.5%
Q4 2019$549,000
+14.4%
2,863
+0.0%
0.05%
+8.2%
Q3 2019$480,000
-23.0%
2,862
-20.1%
0.05%
-18.3%
Q2 2019$623,000
+0.8%
3,582
+0.1%
0.06%
-1.6%
Q1 2019$618,000
+7.5%
3,580
+0.0%
0.06%
-1.6%
Q4 2018$575,0003,5790.06%
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