Royal Fund 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
Royal Fund Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,366,285
+0.7%
31,333
+4.9%
1.00%
+9.7%
Q2 2023$7,315,204
+5.3%
29,879
+2.6%
0.91%
-8.6%
Q1 2023$6,947,162
-3.2%
29,133
+0.7%
0.99%
-12.9%
Q4 2022$7,176,033
+12.9%
28,930
+1.8%
1.14%
-1.3%
Q3 2022$6,358,000
-8.1%
28,424
-3.2%
1.16%
+0.6%
Q2 2022$6,916,000
-10.6%
29,368
-3.4%
1.15%
+2.6%
Q1 2022$7,735,000
-2.2%
30,407
+2.4%
1.12%
-1.2%
Q4 2021$7,909,000
+15.6%
29,686
+7.2%
1.13%
+13.7%
Q3 2021$6,843,000
+6.6%
27,689
+6.6%
1.00%
-6.2%
Q2 2021$6,418,000
+19.2%
25,971
+10.3%
1.06%
+7.9%
Q1 2021$5,384,000
+16.6%
23,537
+14.0%
0.98%
+0.7%
Q4 2020$4,617,000
+38.9%
20,638
+26.7%
0.98%
+15.1%
Q3 2020$3,324,000
+83.3%
16,294
+73.2%
0.85%
+33.0%
Q2 2020$1,813,000
+70.4%
9,410
+46.8%
0.64%
+47.2%
Q1 2020$1,064,000
+19.6%
6,408
+38.0%
0.43%
+92.0%
Q4 2019$890,000
+96.9%
4,644
+72.0%
0.23%
+79.4%
Q3 2019$452,000
+34.9%
2,700
+40.1%
0.13%
+27.3%
Q2 2019$335,000
+34.5%
1,927
+33.3%
0.10%
+25.3%
Q1 2019$249,000
+96.1%
1,446
+81.7%
0.08%
+51.9%
Q4 2018$127,000
+647.1%
796
+729.2%
0.05%
+940.0%
Q3 2018$17,000
+13.3%
960.0%0.01%0.0%
Q2 2018$15,000
+1400.0%
96
+700.0%
0.01%
Q1 2018$1,000120.00%
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