O'ROURKE & COMPANY, Inc - 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
O'ROURKE & COMPANY, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,279
-5.4%
9,695
-1.5%
1.66%
-1.5%
Q2 2023$2,408
+4.2%
9,838
+1.5%
1.69%
-4.1%
Q1 2023$2,311
-4.9%
9,692
-1.1%
1.76%
-8.7%
Q4 2022$2,430
-99.9%
9,797
+0.8%
1.93%
+1.7%
Q3 2022$2,173,000
-2.2%
9,715
+2.9%
1.90%
+0.6%
Q2 2022$2,223,000
-9.7%
9,438
-2.5%
1.88%
+11.1%
Q1 2022$2,463,000
-10.5%
9,683
-6.2%
1.70%
-7.5%
Q4 2021$2,751,00010,3251.83%
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