Baron Financial Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 871 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
Q2 2024$4,200,677
-2.8%
15,792
-1.2%
2.67%
+0.1%
Q1 2024$4,323,451
+6.8%
15,982
-1.0%
2.67%
+3.3%
Q4 2023$4,049,056
+4.5%
16,151
-2.0%
2.58%
+2.6%
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 ↓
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%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
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%
View complete list of VANGUARD WORLD FDS shareholders