Baron Financial Group, 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
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 Q1 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders