Orion Portfolio Solutions, LLC - 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 Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,804,199
+0.7%
28,942
+4.9%
0.08%
+13.9%
Q2 2023$6,754,902
-1.9%
27,591
-4.5%
0.07%
-15.3%
Q1 2023$6,887,057
-17.3%
28,881
-14.0%
0.08%
-70.9%
Q4 2022$8,328,657
+8.2%
33,577
-2.4%
0.29%
-4.3%
Q3 2022$7,695,000
-4.8%
34,399
+0.2%
0.30%
-5.9%
Q2 2022$8,084,000
-12.0%
34,329
-5.0%
0.32%
+0.3%
Q1 2022$9,190,000
-7.6%
36,127
-3.2%
0.32%
-2.7%
Q4 2021$9,943,000
+9.7%
37,320
+1.7%
0.33%
-0.3%
Q3 2021$9,066,000
+1.9%
36,681
+1.8%
0.33%
-4.9%
Q2 2021$8,901,000
+4.6%
36,018
-3.2%
0.35%
-4.9%
Q1 2021$8,511,000
-4.6%
37,205
-6.7%
0.37%
-11.5%
Q4 2020$8,925,000
+2.6%
39,892
-6.5%
0.42%
-8.0%
Q3 2020$8,701,000
-6.3%
42,654
-11.5%
0.45%
-10.0%
Q2 2020$9,286,000
+11507.5%
48,199
+9962.4%
0.50%
+9940.0%
Q1 2020$80,000
+515.4%
479
+625.8%
0.01%
+400.0%
Q4 2019$13,000660.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 106,792$24,429,00018.01%
Allied Investment Advisors, LLC 95,411$21,825,0009.35%
Beacon Capital Management, Inc. 742,169$169,771,0006.88%
Capital Advantage, Inc. 102,242$23,388,0006.37%
Morningstar Investment Management LLC 273,598$62,586,0006.28%
Essex Private Wealth Management, LLC 26,900$6,153,0005.87%
ASSET PLANNING CORPORATION 23,590$5,396,0005.61%
New England Investment & Retirement Group, Inc. 99,109$22,671,0005.48%
Adaptive Financial Consulting, LLC 34,485$7,889,0005.30%
Tatro Capital, LLC 28,902$6,611,0005.12%
View complete list of VANGUARD WORLD FDS shareholders