Paladin Advisory Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 867 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Paladin Advisory Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2024$32,718
+7.0%
1220.0%0.03%
+4.0%
Q4 2023$30,585
+6.6%
1220.0%0.02%
+4.2%
Q3 2023$28,682
-4.0%
1220.0%0.02%0.0%
Q2 2023$29,868
+2.7%
1220.0%0.02%0.0%
Q1 2023$29,092
-3.9%
1220.0%0.02%
-7.7%
Q4 2022$30,262
+12.1%
1220.0%0.03%
+4.0%
Q3 2022$27,000
-3.6%
1220.0%0.02%
+4.2%
Q2 2022$28,000
-9.7%
1220.0%0.02%
-4.0%
Q1 2022$31,000
-3.1%
1220.0%0.02%
-3.8%
Q4 2021$32,0001220.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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