Optas, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 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
Optas, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$435,877
-4.0%
1,8540.0%0.14%
-4.6%
Q2 2023$453,897
-14.6%
1,854
-16.9%
0.15%
-20.0%
Q1 2023$531,767
-3.9%
2,2300.0%0.19%
-16.7%
Q4 2022$553,152
+10.9%
2,2300.0%0.23%
+4.1%
Q3 2022$499,000
-5.3%
2,2300.0%0.22%
+1.4%
Q2 2022$527,000
-7.1%
2,2300.0%0.22%
+16.8%
Q1 2022$567,000
-4.5%
2,2300.0%0.18%
+10.1%
Q4 2021$594,000
+7.8%
2,2300.0%0.17%
+5.0%
Q3 2021$551,0000.0%2,2300.0%0.16%
+1.9%
Q2 2021$551,000
+8.0%
2,2300.0%0.16%
-1.9%
Q1 2021$510,000
-0.4%
2,230
-2.5%
0.16%
-3.0%
Q4 2020$512,000
+9.6%
2,2870.0%0.16%
+15.4%
Q3 2020$467,0000.0%2,287
-5.6%
0.14%
-24.3%
Q2 2020$467,000
-29.2%
2,423
-39.0%
0.19%
-42.6%
Q1 2020$660,000
-18.0%
3,975
-5.4%
0.33%
+5.8%
Q4 2019$805,0004,2030.31%
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%
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