OSAIC HOLDINGS, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$110,832,498
+56.2%
471,319
+62.4%
0.16%
+29.1%
Q2 2023$70,971,947
+3.0%
290,146
+0.7%
0.13%
-2.3%
Q1 2023$68,905,125
-11.5%
288,202
-8.2%
0.13%
-17.7%
Q4 2022$77,899,184
+19.9%
313,895
+8.2%
0.16%
+6.8%
Q3 2022$64,957,000
-26.3%
290,229
-22.4%
0.15%
-23.7%
Q2 2022$88,151,000
-36.2%
373,956
-32.2%
0.19%
-27.6%
Q1 2022$138,203,000
-0.9%
551,489
+5.4%
0.27%
+1.5%
Q4 2021$139,436,000
+21.1%
523,132
+12.3%
0.26%
+10.0%
Q3 2021$115,181,000
+3.3%
465,774
+3.3%
0.24%
-0.4%
Q2 2021$111,516,000
+12.3%
450,940
+3.9%
0.24%
+0.8%
Q1 2021$99,309,000
+9.6%
433,950
+7.1%
0.24%
-1.2%
Q4 2020$90,650,000
+2.3%
405,012
-6.8%
0.24%
-8.7%
Q3 2020$88,589,000
+15.4%
434,508
+9.1%
0.26%
+2.7%
Q2 2020$76,774,000
+57.6%
398,398
-74.9%
0.26%
+29.6%
Q1 2020$48,725,0001,588,6100.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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