Bartlett & Co. LLC - 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
Bartlett & Co. LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$1,357
+6.3%
5,4050.0%0.02%
-4.3%
Q3 2023$1,276
-4.1%
5,405
-0.2%
0.02%0.0%
Q2 2023$1,330
+13.7%
5,414
+10.4%
0.02%0.0%
Q1 2023$1,170
-3.9%
4,9050.0%0.02%
-4.2%
Q4 2022$1,217
-99.9%
4,9050.0%0.02%0.0%
Q3 2022$1,101,000
+1429.2%
4,905
+1508.2%
0.02%
+2300.0%
Q2 2022$72,000
+9.1%
305
+17.3%
0.00%0.0%
Q1 2022$66,000
+3.1%
2600.0%0.00%0.0%
Q3 2021$64,0000.0%2600.0%0.00%0.0%
Q2 2021$64,000
+8.5%
2600.0%0.00%0.0%
Q1 2021$59,000
+1.7%
2600.0%0.00%0.0%
Q4 2020$58,000
+13.7%
260
+4.0%
0.00%0.0%
Q3 2020$51,000
+6.2%
2500.0%0.00%0.0%
Q2 2020$48,000
+14.3%
2500.0%0.00%0.0%
Q1 2020$42,0000.0%2500.0%0.00%0.0%
Q3 2019$42,000
+68.0%
250
+16.3%
0.00%0.0%
Q3 2014$25,000
+4.2%
2150.0%0.00%0.0%
Q2 2014$24,000
+4.3%
2150.0%0.00%0.0%
Q1 2014$23,000
+4.5%
2150.0%0.00%0.0%
Q4 2013$22,000
+10.0%
2150.0%0.00%0.0%
Q3 2013$20,0002150.00%
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