D'Orazio & Associates, Inc. - 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
D'Orazio & Associates, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,361,229
-4.0%
5,7900.0%0.30%
-7.9%
Q2 2023$1,417,508
-5.5%
5,790
-8.0%
0.33%
-14.9%
Q1 2023$1,500,776
-17.1%
6,294
-13.8%
0.39%
-9.3%
Q4 2022$1,810,508
+11.0%
7,299
+0.1%
0.43%
-10.1%
Q3 2022$1,631,000
-8.8%
7,293
-4.0%
0.48%
+0.4%
Q2 2022$1,788,000
-5.6%
7,593
+1.9%
0.48%
+3.9%
Q1 2022$1,895,000
-4.5%
7,4500.0%0.46%
-0.2%
Q4 2021$1,985,000
+2.7%
7,450
-4.7%
0.46%
-2.8%
Q3 2021$1,933,0000.0%7,8210.0%0.47%
-5.4%
Q2 2021$1,933,000
+6.1%
7,821
-1.8%
0.50%
-2.2%
Q1 2021$1,822,000
+0.1%
7,964
-2.1%
0.51%
-13.6%
Q4 2020$1,820,000
+8.8%
8,137
-0.8%
0.59%
-12.9%
Q3 2020$1,673,000
+110.2%
8,201
+98.6%
0.68%
+95.4%
Q2 2020$796,000
+3.6%
4,130
-10.7%
0.35%
-8.0%
Q1 2020$768,000
-97.6%
4,623
-97.2%
0.38%
-96.0%
Q4 2019$31,434,000
+15.3%
163,939
+0.9%
9.29%
+6.2%
Q3 2019$27,252,000
-7.1%
162,523
-3.6%
8.75%
+3.4%
Q2 2019$29,320,000
+0.3%
168,565
-0.5%
8.46%
-2.3%
Q1 2019$29,230,000
+5.4%
169,468
-1.9%
8.66%
-4.9%
Q4 2018$27,737,000
-12.1%
172,707
-1.2%
9.11%
-20.9%
Q3 2018$31,538,000
+15.5%
174,815
+1.9%
11.52%
+10.1%
Q2 2018$27,294,000
+5.5%
171,512
+1.8%
10.46%
+8.2%
Q1 2018$25,860,000
+1.5%
168,437
+1.9%
9.67%
+8.0%
Q4 2017$25,476,000
+0.7%
165,279
-0.5%
8.95%
-4.5%
Q3 2017$25,295,000
+5.0%
166,108
+1.6%
9.38%
+0.2%
Q2 2017$24,092,000
+5.8%
163,477
-1.1%
9.36%
+5.4%
Q1 2017$22,778,000
+9.9%
165,272
+1.1%
8.88%
+7.5%
Q4 2016$20,724,000
-3.0%
163,476
+1.7%
8.27%
-3.4%
Q3 2016$21,360,000
+2.7%
160,737
+0.9%
8.55%
+3.9%
Q2 2016$20,794,000
+14.8%
159,351
+8.5%
8.23%
+8.1%
Q1 2016$18,113,000
+17.6%
146,908
+26.8%
7.61%
+1.3%
Q4 2015$15,398,000
+39.4%
115,880
+34.0%
7.52%
+34.3%
Q3 2015$11,048,000
+210.2%
86,488
+239.9%
5.60%
+136.2%
Q2 2015$3,562,000
+804.1%
25,443
+775.8%
2.37%
+662.4%
Q1 2015$394,0002,9050.31%
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