Berger Financial Group, Inc - 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
Berger Financial Group, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$327,730
-10.1%
1,394
-6.4%
0.04%
-7.3%
Q2 2023$364,537
-5.1%
1,489
-7.6%
0.04%
-10.9%
Q1 2023$384,160
-0.5%
1,611
+3.5%
0.05%
-9.8%
Q4 2022$385,966
+32.6%
1,556
+25.9%
0.05%
+18.6%
Q2 2022$291,000
+5.8%
1,236
+14.1%
0.04%
+22.9%
Q1 2022$275,000
-6.5%
1,083
-2.0%
0.04%
-10.3%
Q4 2021$294,000
+26.2%
1,105
+17.1%
0.04%
-7.1%
Q3 2021$233,0000.0%9440.0%0.04%0.0%
Q2 2021$233,000
+7.4%
944
-0.6%
0.04%
-10.6%
Q1 2021$217,0009500.05%
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