Grant/GrossMendelsohn, 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
Grant/GrossMendelsohn, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$312,670
-2.0%
1,3250.0%0.14%
+4.7%
Q2 2023$318,928
-2.9%
1,3250.0%0.13%
-23.7%
Q4 2022$328,507
+4.3%
1,3250.0%0.17%
-0.6%
Q3 2022$315,000
+0.3%
1,3250.0%0.17%
-2.9%
Q2 2022$314,000
-7.4%
1,3250.0%0.18%
+2.9%
Q1 2022$339,000
-5.3%
1,325
-4.9%
0.17%
-40.1%
Q4 2021$358,000
+5.6%
1,393
+4.5%
0.28%
+5.6%
Q3 2021$339,000
+2.1%
1,3330.0%0.27%
-4.6%
Q2 2021$332,000
+5.4%
1,333
+0.6%
0.28%
+12.4%
Q1 2021$315,000
+2.6%
1,3250.0%0.25%
-17.2%
Q4 2020$307,0001,3250.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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