Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$81,000
-23.6%
304
-29.1%
0.01%
-33.3%
Q3 2021$106,000
-10.9%
429
-10.8%
0.02%
-10.0%
Q2 2021$119,000
+8.2%
4810.0%0.02%
-4.8%
Q1 2021$110,000
+1.9%
481
-0.4%
0.02%
-4.5%
Q4 2020$108,000
+9.1%
4830.0%0.02%
-4.3%
Q3 2020$99,000
+6.5%
4830.0%0.02%
-4.2%
Q2 2020$93,0004830.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders