Syverson Strege & Co - 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 Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Syverson Strege & Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$51,640
-3.6%
217
+0.5%
0.02%
-8.3%
Q4 2022$53,543
+11.5%
216
+0.5%
0.02%0.0%
Q3 2022$48,000
-5.9%
2150.0%0.02%
+26.3%
Q2 2022$51,000
-7.3%
2150.0%0.02%
-68.3%
Q1 2022$55,000
-3.5%
2150.0%0.06%
+42.9%
Q4 2021$57,000
+7.5%
2150.0%0.04%0.0%
Q3 2021$53,0000.0%2150.0%0.04%
-10.6%
Q2 2021$53,000
+8.2%
2150.0%0.05%
-7.8%
Q1 2021$49,0002150.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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