WADDELL & ASSOCIATES, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 874 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
WADDELL & ASSOCIATES, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$235,100
-4.0%
1,0000.0%0.03%
-5.6%
Q2 2023$244,820
+2.7%
1,0000.0%0.04%
-2.7%
Q1 2023$238,460
-3.9%
1,0000.0%0.04%
-11.9%
Q4 2022$248,050
+10.7%
1,0000.0%0.04%
-2.3%
Q3 2022$224,000
-5.1%
1,0000.0%0.04%
-10.4%
Q2 2022$236,000
-4.5%
1,0000.0%0.05%
+26.3%
Q2 2021$247,000
+21.1%
1,0000.0%0.04%
-30.9%
Q3 2020$204,0001,0000.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
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%
View complete list of VANGUARD WORLD FDS shareholders