United Asset Strategies, 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
United Asset Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$201,000
-10.3%
753
-24.7%
0.02%
-31.4%
Q4 2020$224,000
+9.8%
1,0000.0%0.04%
-7.9%
Q3 2020$204,000
-23.0%
1,000
-27.3%
0.04%
-26.9%
Q2 2020$265,000
+16.2%
1,3750.0%0.05%
-8.8%
Q1 2020$228,000
-16.5%
1,375
-3.5%
0.06%
+7.5%
Q4 2019$273,000
+14.2%
1,4250.0%0.05%
+1.9%
Q3 2019$239,000
-3.6%
1,4250.0%0.05%
-8.8%
Q2 2019$248,000
+0.8%
1,4250.0%0.06%
-1.7%
Q1 2019$246,000
+7.4%
1,4250.0%0.06%
-7.9%
Q4 2018$229,0001,4250.06%
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