PINNACLE ASSOCIATES LTD - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$862,112
+12.6%
3,667
+17.3%
0.02%
+23.1%
Q2 2023$765,552
+20.4%
3,127
+17.2%
0.01%0.0%
Q1 2023$635,973
-2.0%
2,667
+2.0%
0.01%
-7.1%
Q4 2022$648,651
-4.3%
2,615
-13.7%
0.01%
-12.5%
Q3 2022$678,000
-8.7%
3,030
-3.9%
0.02%0.0%
Q2 2022$743,000
+6.9%
3,154
+15.5%
0.02%
+33.3%
Q1 2022$695,000
+20.2%
2,731
+25.8%
0.01%
+20.0%
Q4 2021$578,000
+9.1%
2,171
+1.2%
0.01%0.0%
Q3 2021$530,000
-14.8%
2,146
-14.7%
0.01%
-9.1%
Q2 2021$622,000
+25.4%
2,515
+15.9%
0.01%
+22.2%
Q1 2021$496,000
+4.6%
2,170
+2.4%
0.01%
-10.0%
Q4 2020$474,000
+9.7%
2,1200.0%0.01%0.0%
Q3 2020$432,000
+5.9%
2,1200.0%0.01%0.0%
Q2 2020$408,000
+29.9%
2,120
+12.2%
0.01%0.0%
Q1 2020$314,000
-84.1%
1,890
-81.6%
0.01%
-76.7%
Q4 2019$1,974,000
+145.8%
10,296
+114.9%
0.04%
+126.3%
Q3 2019$803,000
+144.1%
4,790
+153.4%
0.02%
+137.5%
Q2 2019$329,000
+10.4%
1,890
+9.2%
0.01%
+14.3%
Q1 2019$298,000
+7.2%
1,7300.0%0.01%0.0%
Q4 2018$278,000
-24.0%
1,730
-14.8%
0.01%
-12.5%
Q3 2018$366,000
+4.0%
2,030
-8.1%
0.01%
+14.3%
Q2 2018$352,000
+8.6%
2,210
+4.7%
0.01%
+16.7%
Q1 2018$324,0002,1100.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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