WFA of San Diego, 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
WFA of San Diego, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,351
-94.0%
10
-93.8%
0.00%
-94.7%
Q2 2023$39,172
-32.9%
160
-31.9%
0.04%
-15.6%
Q4 2022$58,344
+53.5%
235
+46.9%
0.04%
+36.4%
Q2 2022$38,000
-83.0%
160
-42.9%
0.03%
-44.1%
Q4 2020$223,0002800.06%
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