PGIM Custom Harvest LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 357 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
PGIM Custom Harvest LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$11,513,598
+15.3%
66,738
+21.6%
0.42%
+12.7%
Q2 2023$9,987,308
+23.4%
54,884
+20.6%
0.38%
+12.2%
Q1 2023$8,091,941
+7.3%
45,506
+2.7%
0.34%
-1.5%
Q4 2022$7,540,930
+104.4%
44,306
+108.0%
0.34%
-39.1%
Q3 2021$3,690,000
+9.4%
21,302
+14.2%
0.56%
-10.1%
Q2 2021$3,372,000
+27.9%
18,653
+22.4%
0.62%
-3.6%
Q1 2021$2,636,000
+34.1%
15,243
+21.8%
0.65%0.0%
Q4 2020$1,965,00012,5150.65%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders