Regis Management CO LLC - 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
Regis Management CO LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$711
-8.5%
3,025
-4.7%
0.24%
-4.3%
Q2 2023$777
+2.6%
3,1750.0%0.25%
-0.4%
Q1 2023$757
-3.9%
3,1750.0%0.26%
+40.1%
Q4 2022$788
-99.9%
3,1750.0%0.18%
+5.8%
Q3 2022$710,000
-5.1%
3,1750.0%0.17%
+2.4%
Q2 2022$748,000
-7.4%
3,1750.0%0.17%
+16.7%
Q1 2022$808,000
-4.5%
3,1750.0%0.14%
+3.6%
Q4 2021$846,000
+7.8%
3,1750.0%0.14%
+2.2%
Q3 2021$785,0000.0%3,1750.0%0.14%
+3.0%
Q2 2021$785,000
+8.1%
3,1750.0%0.13%
+2.3%
Q1 2021$726,000
+8.0%
3,175
+5.7%
0.13%
+4.0%
Q4 2020$672,000
+91.5%
3,005
+74.7%
0.12%
+69.9%
Q3 2020$351,000
-89.4%
1,7200.0%0.07%0.0%
Q2 2020$3,314,000
+1058.7%
1,7200.0%0.07%
+10.6%
Q1 2020$286,000
-13.3%
1,7200.0%0.07%
+29.4%
Q4 2019$330,000
-42.7%
1,720
-50.0%
0.05%
+4.1%
Q3 2019$576,000
-3.7%
3,4400.0%0.05%
+6.5%
Q2 2019$598,0003,4400.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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