WINTRUST INVESTMENTS 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
WINTRUST INVESTMENTS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$805
-80.4%
3,422
-79.6%
0.08%
-79.7%
Q2 2023$4,116
-0.2%
16,814
+1.2%
0.41%
-23.4%
Q4 2022$4,123
-99.9%
16,621
-0.9%
0.54%
+14.7%
Q3 2022$3,753,000
-25.9%
16,777
-22.0%
0.47%
-22.4%
Q2 2022$5,064,000
-5.1%
21,505
+2.5%
0.61%
+17.9%
Q1 2022$5,337,000
-3.6%
20,981
+0.9%
0.51%
-2.3%
Q4 2021$5,539,000
+12.4%
20,792
+4.2%
0.53%
-21.0%
Q3 2021$4,930,000
+3.4%
19,945
+3.4%
0.67%
+36.2%
Q2 2021$4,769,000
+12.3%
19,297
+4.0%
0.49%
+11.4%
Q1 2021$4,246,000
+17.7%
18,561
+5.0%
0.44%
-11.5%
Q3 2020$3,607,000
+9.8%
17,682
+3.7%
0.50%
+8.1%
Q2 2020$3,284,000
+16.3%
17,047
+0.3%
0.46%
-1.1%
Q1 2020$2,823,000
-17.3%
16,994
-4.6%
0.46%
-2.9%
Q4 2019$3,415,000
+13.9%
17,812
-0.4%
0.48%
+6.9%
Q3 2019$2,999,000
-2.3%
17,884
+1.3%
0.45%
-3.9%
Q2 2019$3,069,000
+4.0%
17,646
+3.2%
0.46%
-2.9%
Q1 2019$2,950,000
+25.4%
17,106
+16.8%
0.48%
+8.9%
Q4 2018$2,352,000
-10.2%
14,647
+0.9%
0.44%
+3.0%
Q3 2018$2,620,000
+15.9%
14,520
+2.2%
0.43%
+8.7%
Q2 2018$2,261,000
+10.9%
14,209
+7.0%
0.39%
-24.0%
Q1 2018$2,039,000
+5.6%
13,282
+6.1%
0.52%
+14.6%
Q4 2017$1,930,000
+17.9%
12,518
+16.4%
0.45%
+8.9%
Q3 2017$1,637,000
+7.8%
10,753
+4.4%
0.41%
+2.5%
Q2 2017$1,518,000
+13.8%
10,299
+6.4%
0.40%
+6.3%
Q1 2017$1,334,000
+32.9%
9,682
+22.3%
0.38%
-9.1%
Q4 2016$1,004,000
-0.7%
7,917
+4.1%
0.42%
-10.7%
Q3 2016$1,011,000
+1230.3%
7,608
+1.7%
0.47%
+212.0%
Q2 2016$76,0007,4830.15%
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