WADE G W & INC - 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 Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
WADE G W & INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,169
-0.7%
4,971
+3.4%
0.04%0.0%
Q2 2023$1,177
+2.6%
4,808
-0.0%
0.04%
-2.3%
Q1 2023$1,147
-0.4%
4,809
+3.5%
0.04%
-6.4%
Q4 2022$1,152
-99.8%
4,646
+86.6%
0.05%
+74.1%
Q3 2022$557,000
+15.1%
2,490
+21.2%
0.03%
+22.7%
Q2 2022$484,000
-8.5%
2,054
-1.3%
0.02%
-4.3%
Q1 2022$529,000
-0.9%
2,081
+3.8%
0.02%0.0%
Q4 2021$534,000
+21.4%
2,004
+12.5%
0.02%
+9.5%
Q3 2021$440,000
+15.5%
1,781
+15.5%
0.02%
+16.7%
Q2 2021$381,000
+8.2%
1,542
+0.1%
0.02%
-5.3%
Q1 2021$352,000
+9.3%
1,541
+7.1%
0.02%
-5.0%
Q4 2020$322,0001,4390.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders