Baron Financial Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baron Financial Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,873,512
-4.6%
16,476
-0.6%
2.52%
+0.4%
Q2 2023$4,058,631
+2.3%
16,578
-0.3%
2.51%
-0.2%
Q1 2023$3,966,544
+5.1%
16,634
+9.4%
2.51%
+0.4%
Q4 2022$3,772,592
+10.2%
15,209
-0.6%
2.50%
+8.5%
Q3 2022$3,422,000
-99.9%
15,299
-0.6%
2.30%
-3.9%
Q2 2022$3,626,465,000
-9.5%
15,399
-2.2%
2.40%
+3.2%
Q1 2022$4,004,959,000
-5.3%
15,744
-0.8%
2.32%
-3.0%
Q4 2021$4,229,151,000
+4.6%
15,874
-3.0%
2.40%
-2.4%
Q3 2021$4,043,290,000
-2.4%
16,359
-2.4%
2.46%
-4.7%
Q2 2021$4,142,887,000
-0.8%
16,764
-8.2%
2.58%
-10.4%
Q1 2021$4,176,289,000
+8.9%
18,257
+6.5%
2.88%
-6.1%
Q4 2020$3,834,061,000
+10.6%
17,137
+0.9%
3.06%
-6.0%
Q3 2020$3,465,348,00016,9873.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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