FRG Family Wealth Advisors 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
FRG Family Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,167,857
+24.8%
9,221
+30.0%
0.49%
+28.9%
Q2 2023$1,736,998
+4.1%
7,095
+1.4%
0.38%
-0.3%
Q1 2023$1,668,028
+9.7%
6,995
+14.1%
0.38%
+5.2%
Q4 2022$1,520,547
+39.4%
6,130
+25.7%
0.36%
+34.6%
Q3 2022$1,091,000
-15.1%
4,875
-10.6%
0.27%
-9.4%
Q2 2022$1,285,000
-6.2%
5,455
+1.3%
0.30%
+11.2%
Q1 2022$1,370,000
+38.8%
5,385
+45.3%
0.27%
+45.1%
Q4 2021$987,000
+74.1%
3,705
+61.4%
0.18%
+65.8%
Q3 2021$567,0002,2950.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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