JPMORGAN CHASE & CO - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 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
JPMORGAN CHASE & CO ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$50,291,662
-4.0%
213,916
+0.0%
0.01%0.0%
Q2 2023$52,360,513
-2.6%
213,873
-5.2%
0.01%
-14.3%
Q1 2023$53,785,156
+77894.7%
225,554
-18.9%
0.01%
-22.2%
Q4 2022$68,960
-99.9%
278,014
+31.0%
0.01%
+28.6%
Q3 2022$47,466,000
-7.2%
212,187
-2.3%
0.01%0.0%
Q2 2022$51,167,000
+39.8%
217,273
+51.0%
0.01%
+75.0%
Q1 2022$36,601,000
+2.3%
143,880
+7.2%
0.00%0.0%
Q4 2021$35,765,000
+8.6%
134,242
+0.7%
0.00%0.0%
Q3 2021$32,940,000
+1.0%
133,272
+1.0%
0.00%0.0%
Q2 2021$32,619,000
+5.4%
131,997
-2.4%
0.00%0.0%
Q1 2021$30,951,000
+7.3%
135,307
+5.0%
0.00%0.0%
Q4 2020$28,833,000
+7.5%
128,875
-3.4%
0.00%
-20.0%
Q3 2020$26,815,000
+16.2%
133,458
+11.4%
0.01%
+25.0%
Q2 2020$23,072,000
+25.6%
119,763
+8.3%
0.00%0.0%
Q1 2020$18,371,000
-7.8%
110,603
+6.5%
0.00%0.0%
Q4 2019$19,919,000
+14.1%
103,889
-0.2%
0.00%
+33.3%
Q3 2019$17,454,000
-8.0%
104,089
-5.2%
0.00%
-25.0%
Q2 2019$18,970,000
-10.5%
109,752
-10.7%
0.00%0.0%
Q1 2019$21,207,000
+14.8%
122,960
+6.9%
0.00%0.0%
Q4 2018$18,476,000
+9.7%
115,046
+23.2%
0.00%
+33.3%
Q3 2018$16,848,000
+9.8%
93,391
-3.1%
0.00%0.0%
Q2 2018$15,338,000
+9.1%
96,373
+5.3%
0.00%0.0%
Q1 2018$14,057,000
+24.7%
91,557
+25.2%
0.00%
+50.0%
Q4 2017$11,273,000
+20.0%
73,136
+17.9%
0.00%0.0%
Q3 2017$9,392,000
+33.7%
62,012
+30.0%
0.00%0.0%
Q2 2017$7,027,000
+15.1%
47,690
+7.7%
0.00%
+100.0%
Q1 2017$6,104,000
+3.3%
44,284
-5.0%
0.00%0.0%
Q4 2016$5,909,000
+13.3%
46,606
+18.8%
0.00%0.0%
Q3 2016$5,215,0000.0%39,242
-1.8%
0.00%0.0%
Q2 2016$5,215,000
-32.1%
39,966
-35.8%
0.00%
-50.0%
Q1 2016$7,677,000
-69.2%
62,262
-66.8%
0.00%
-66.7%
Q4 2015$24,893,000
+148.0%
187,341
+128.7%
0.01%
+100.0%
Q3 2015$10,037,000
-17.9%
81,902
-6.2%
0.00%0.0%
Q2 2015$12,219,000
+34.6%
87,302
+30.4%
0.00%
+50.0%
Q1 2015$9,075,000
+128.7%
66,959
+111.9%
0.00%
+100.0%
Q4 2014$3,968,000
+88.1%
31,595
+75.1%
0.00%0.0%
Q3 2014$2,110,000
+52.6%
18,048
+45.8%
0.00%
Q2 2014$1,383,000
+19.6%
12,382
+14.5%
0.00%
Q1 2014$1,156,000
+5.7%
10,8180.0%0.00%
Q4 2013$1,094,000
+16.8%
10,818
+7.4%
0.00%
Q3 2013$937,000
+7.7%
10,0680.0%0.00%
Q2 2013$870,00010,0680.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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