PGIM Custom Harvest LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders