PRIVATE TRUST CO NA - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$44,434
-50.9%
189
-48.9%
0.01%
-45.5%
Q2 2023$90,583
+4.4%
370
+1.6%
0.01%
-8.3%
Q1 2023$86,799
+96343.3%
3640.0%0.01%
-7.7%
Q4 2022$90
-99.9%
3640.0%0.01%0.0%
Q3 2022$81,000
-5.8%
3640.0%0.01%0.0%
Q2 2022$86,0003640.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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%
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