BDO Wealth 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
BDO Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$234,048
-1.5%
956
-4.0%
0.03%
-6.9%
Q1 2023$237,507
-5.4%
996
-1.6%
0.03%
-6.5%
Q4 2022$251,027
+11.1%
1,0120.0%0.03%
+3.3%
Q3 2022$226,000
-33.1%
1,012
-29.6%
0.03%
-28.6%
Q2 2022$338,000
-7.7%
1,4370.0%0.04%
+7.7%
Q1 2022$366,000
-9.2%
1,437
-5.0%
0.04%
-9.3%
Q4 2021$403,000
+29.6%
1,512
+20.2%
0.04%
+26.5%
Q3 2021$311,000
-15.0%
1,258
-15.2%
0.03%
-17.1%
Q2 2021$366,000
+9.3%
1,483
+1.4%
0.04%
+5.1%
Q1 2021$335,000
-14.8%
1,463
-16.6%
0.04%
-29.1%
Q4 2020$393,000
+1.3%
1,755
-7.6%
0.06%
-12.7%
Q3 2020$388,000
-9.8%
1,900
-14.8%
0.06%
-17.1%
Q2 2020$430,000
+19.8%
2,230
+3.3%
0.08%
+4.1%
Q1 2020$359,000
-5.0%
2,159
+9.4%
0.07%
-25.5%
Q4 2019$378,000
+49.4%
1,974
+30.8%
0.10%
+50.8%
Q3 2019$253,000
-1.9%
1,509
+1.7%
0.06%
-7.1%
Q2 2019$258,000
-6.5%
1,484
-7.2%
0.07%
-12.5%
Q1 2019$276,000
+14.5%
1,600
+6.7%
0.08%
-3.6%
Q4 2018$241,000
-16.6%
1,500
-6.2%
0.08%
-10.8%
Q3 2018$289,000
+13.3%
1,6000.0%0.09%
+6.9%
Q2 2018$255,000
+3.7%
1,6000.0%0.09%
-5.4%
Q1 2018$246,000
+16.0%
1,600
+16.4%
0.09%
-3.2%
Q4 2017$212,000
+64.3%
1,375
+61.8%
0.10%
+48.4%
Q3 2017$129,000
-0.8%
850
-4.0%
0.06%
+12.3%
Q2 2017$130,0008850.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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