LPL Financial 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
LPL Financial LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$152,696,278
+2.6%
649,495
+6.9%
0.11%
+0.9%
Q2 2023$148,808,200
+1.8%
607,827
-0.8%
0.11%
-7.0%
Q1 2023$146,153,416
-9.7%
612,905
-6.1%
0.11%
-18.0%
Q4 2022$161,904,606
+12.7%
652,710
+1.6%
0.14%0.0%
Q3 2022$143,708,000
-2.6%
642,415
+2.5%
0.14%
-0.7%
Q2 2022$147,562,000
-4.0%
626,590
+3.7%
0.14%
+6.1%
Q1 2022$153,657,000
-1.8%
604,046
+2.9%
0.13%
+0.8%
Q4 2021$156,394,000
+12.9%
587,019
+4.8%
0.13%
+0.8%
Q3 2021$138,500,000
+13.8%
560,366
+13.8%
0.13%
+5.7%
Q2 2021$121,653,000
+7.3%
492,264
-0.6%
0.12%
-5.4%
Q1 2021$113,327,000
+13.5%
495,419
+11.0%
0.13%
+0.8%
Q4 2020$99,839,000
+14.8%
446,246
+4.6%
0.13%
-5.1%
Q3 2020$86,994,000
+5.4%
426,440
-0.5%
0.14%
-5.6%
Q2 2020$82,549,000
+27.2%
428,490
+9.7%
0.14%
+2.9%
Q1 2020$64,904,000
-19.7%
390,773
-7.3%
0.14%
-4.8%
Q4 2019$80,854,000
+26.0%
421,687
+10.2%
0.15%
+12.2%
Q3 2019$64,151,000
-2.3%
382,581
+1.3%
0.13%
-6.4%
Q2 2019$65,685,000
+3.3%
377,633
+2.4%
0.14%
-2.8%
Q1 2019$63,602,000
+12.6%
368,753
+4.9%
0.14%
-4.0%
Q4 2018$56,468,000
+1.2%
351,603
+13.7%
0.15%
+11.9%
Q3 2018$55,776,000
+24.2%
309,161
+9.5%
0.13%
+13.6%
Q2 2018$44,922,000
+4.8%
282,279
+1.1%
0.12%0.0%
Q1 2018$42,861,000
+13.9%
279,169
+14.4%
0.12%
+3.5%
Q4 2017$37,621,000
+17.6%
244,073
+16.2%
0.11%
+0.9%
Q3 2017$31,994,000
+1.5%
210,100
-1.8%
0.11%
-5.0%
Q2 2017$31,522,000
-4.7%
213,898
-11.0%
0.12%
-47.1%
Q1 2017$33,082,000
+18.3%
240,301
+10.3%
0.22%
+5.6%
Q4 2016$27,968,000
-9.1%
217,919
-6.3%
0.21%
-27.1%
Q3 2016$30,765,000
-14.0%
232,453
-13.8%
0.29%
-3.3%
Q2 2016$35,765,000
-51.0%
269,637
-54.0%
0.30%
+48.8%
Q1 2016$73,002,000
-10.5%
585,613
-6.1%
0.20%
-10.2%
Q4 2015$81,591,000
+157.5%
623,453
+149.1%
0.23%
+29.9%
Q3 2015$31,681,000
-21.3%
250,282
-12.6%
0.17%
-14.7%
Q2 2015$40,250,000
+29.8%
286,521
+23.6%
0.20%
+29.1%
Q1 2015$31,019,000
+24.0%
231,783
+16.3%
0.16%
+15.3%
Q4 2014$25,024,000
+26.9%
199,250
+17.0%
0.14%
+16.1%
Q3 2014$19,724,000
+8.6%
170,340
+4.7%
0.12%
+11.3%
Q2 2014$18,165,000
+12.5%
162,725
+7.7%
0.11%
+7.1%
Q1 2014$16,149,000
+6.0%
151,041
+0.2%
0.10%
+4.2%
Q4 2013$15,238,000
-4.0%
150,725
-10.2%
0.10%
-10.4%
Q3 2013$15,878,000
+32.3%
167,891
+20.9%
0.11%
+23.3%
Q2 2013$11,999,000138,8930.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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