PHILADELPHIA TRUST CO - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 874 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
PHILADELPHIA TRUST CO ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,166
-1.7%
4,3830.0%0.09%
-4.2%
Q1 2024$1,186
+7.9%
4,3830.0%0.10%
-7.8%
Q4 2023$1,099
+6.7%
4,3830.0%0.10%
-2.8%
Q3 2023$1,030
-4.0%
4,3830.0%0.11%
+3.9%
Q2 2023$1,073
+2.7%
4,3830.0%0.10%
-3.8%
Q1 2023$1,045
-3.9%
4,3830.0%0.11%
-8.6%
Q4 2022$1,087
-99.9%
4,383
+5.0%
0.12%
+9.4%
Q3 2022$934,000
-5.0%
4,1750.0%0.11%
+5.0%
Q2 2022$983,000
-7.4%
4,1750.0%0.10%
+20.2%
Q1 2022$1,062,000
-4.5%
4,1750.0%0.08%
+3.7%
Q4 2021$1,112,000
+7.8%
4,1750.0%0.08%
+6.6%
Q3 2021$1,032,0000.0%4,1750.0%0.08%
+7.0%
Q2 2021$1,032,000
+8.1%
4,1750.0%0.07%
-2.7%
Q1 2021$955,000
+2.2%
4,1750.0%0.07%
-3.9%
Q4 2020$934,000
+9.6%
4,1750.0%0.08%
-7.3%
Q3 2020$852,000
+6.0%
4,1750.0%0.08%
-3.5%
Q2 2020$804,0004,1750.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
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%
View complete list of VANGUARD WORLD FDS shareholders