Wharton Business Group, 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
Wharton Business Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,482
-4.9%
6,303
-0.9%
0.08%
-20.4%
Q2 2023$1,558
+3.3%
6,363
+0.6%
0.10%
+14.4%
Q1 2023$1,508
-3.5%
6,323
+0.3%
0.09%
-1.1%
Q4 2022$1,563
-99.9%
6,303
+0.9%
0.09%
-4.2%
Q3 2022$1,398,000
-3.9%
6,248
+1.1%
0.10%
-1.0%
Q2 2022$1,455,000
-7.7%
6,178
-0.3%
0.10%0.0%
Q1 2022$1,577,000
-11.9%
6,198
-7.8%
0.10%
-13.5%
Q4 2021$1,791,000
+7.8%
6,7230.0%0.11%
-34.3%
Q3 2021$1,662,000
-1.6%
6,723
-1.6%
0.17%
+28.0%
Q2 2021$1,689,000
+7.7%
6,833
-0.3%
0.13%
+8.2%
Q1 2021$1,568,000
+2.3%
6,8530.0%0.12%
-3.2%
Q4 2020$1,533,000
+2.7%
6,853
-6.4%
0.13%
-8.7%
Q3 2020$1,493,000
-15.7%
7,318
-20.4%
0.14%
-19.3%
Q2 2020$1,772,000
+14.4%
9,196
-1.4%
0.17%
-2.3%
Q1 2020$1,549,000
-13.8%
9,326
-0.5%
0.18%
+4.8%
Q4 2019$1,796,000
+14.3%
9,3690.0%0.17%
+6.4%
Q3 2019$1,571,000
-5.0%
9,369
-1.4%
0.16%
-6.5%
Q2 2019$1,653,000
+0.9%
9,5040.0%0.17%
-1.2%
Q1 2019$1,639,000
+7.7%
9,504
+0.3%
0.17%
-5.0%
Q4 2018$1,522,000
-44.8%
9,474
-38.0%
0.18%
-34.7%
Q3 2018$2,757,000
+12.5%
15,283
-0.8%
0.27%
+7.5%
Q2 2018$2,450,000
+2.5%
15,400
-1.1%
0.26%
+3.2%
Q1 2018$2,390,000
-29.0%
15,565
-29.3%
0.25%
-29.2%
Q4 2017$3,367,000
+0.6%
22,025
+0.2%
0.35%
-1.4%
Q3 2017$3,348,000
+0.1%
21,987
-3.1%
0.35%
-0.8%
Q2 2017$3,345,000
+6.6%
22,698
-0.3%
0.36%
+6.6%
Q1 2017$3,137,000
+6.7%
22,768
-1.8%
0.34%
-3.7%
Q4 2016$2,939,000
-4.8%
23,183
-0.2%
0.35%
-8.4%
Q3 2016$3,087,000
-4.6%
23,228
-6.3%
0.38%
-0.8%
Q2 2016$3,235,000
-17.2%
24,793
-21.8%
0.38%
-11.3%
Q1 2016$3,908,000
-7.6%
31,698
-0.4%
0.43%
+3.3%
Q4 2015$4,230,000
+0.1%
31,830
-7.7%
0.42%0.0%
Q3 2015$4,227,000
-13.6%
34,490
-1.4%
0.42%
+28.6%
Q2 2015$4,894,000
+2.5%
34,970
-0.7%
0.32%
-17.3%
Q1 2015$4,774,000
+8.2%
35,230
+0.3%
0.39%
+7.7%
Q4 2014$4,413,000
+7.8%
35,135
+0.4%
0.36%
+0.3%
Q3 2014$4,092,000
+21.4%
34,980
+15.8%
0.36%
-2.2%
Q2 2014$3,371,000
+2.0%
30,195
-2.3%
0.37%
+39.8%
Q1 2014$3,305,000
+5.8%
30,9100.0%0.27%
+1.1%
Q4 2013$3,125,000
+0.7%
30,910
-7.2%
0.26%
+0.8%
Q3 2013$3,102,000
+7.8%
33,3100.0%0.26%
+4.0%
Q2 2013$2,878,00033,3100.25%
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