NewEdge Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,075,835
-35.2%
8,829
-32.5%
0.02%
-36.1%
Q2 2023$3,202,402
+9.9%
13,081
+7.3%
0.04%0.0%
Q1 2023$2,914,695
+62.4%
12,192
+36.7%
0.04%
-25.0%
Q4 2022$1,794,507
+25.0%
8,918
+38.9%
0.05%
+100.0%
Q3 2022$1,436,000
+4.7%
6,422
+10.3%
0.02%
+4.3%
Q2 2022$1,371,000
+22.4%
5,824
+38.6%
0.02%
+35.3%
Q4 2021$1,120,000
+70.5%
4,201
+58.1%
0.02%
+6.2%
Q3 2021$657,000
-17.0%
2,657
-17.0%
0.02%
-23.8%
Q2 2021$792,000
-31.9%
3,203
-37.0%
0.02%
-40.0%
Q1 2021$1,163,000
+21.3%
5,085
+18.5%
0.04%
+12.9%
Q4 2020$959,000
-40.7%
4,290
-45.9%
0.03%
-44.6%
Q3 2020$1,618,000
+133.5%
7,931
+120.4%
0.06%
+107.4%
Q2 2020$693,000
+86.3%
3,598
+60.8%
0.03%
+50.0%
Q1 2020$372,000
+33.8%
2,238
+53.9%
0.02%
+63.6%
Q4 2019$278,000
+24.7%
1,454
+9.3%
0.01%
+10.0%
Q3 2019$223,000
-0.9%
1,330
+2.6%
0.01%
-28.6%
Q2 2019$225,000
+0.9%
1,296
+0.1%
0.01%0.0%
Q1 2019$223,000
+9.9%
1,295
+2.5%
0.01%
+7.7%
Q4 2018$203,000
-1.5%
1,264
+10.5%
0.01%
-18.8%
Q3 2018$206,0001,1440.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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