American Trust - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 874 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
American Trust ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$389,185
-33.5%
1,552
-37.6%
0.03%
-35.6%
Q3 2023$585,133
-34.4%
2,489
-31.7%
0.04%
-27.4%
Q2 2023$891,981
+11.8%
3,643
+12.2%
0.06%
+12.7%
Q1 2023$797,995
-17.2%
3,247
-16.4%
0.06%
-38.2%
Q4 2022$963,567
+10.1%
3,885
-0.7%
0.09%
+20.3%
Q3 2022$875,000
-33.6%
3,911
-3.1%
0.07%
-30.2%
Q2 2022$1,318,000
+53.4%
4,038
+19.6%
0.11%
+82.8%
Q1 2022$859,0003,3760.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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