Ratio Wealth Group - 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
Ratio Wealth Group ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,065,741
-13.2%
55,575
-9.6%
3.27%
-12.0%
Q2 2023$15,044,250
-4.7%
61,450
-3.4%
3.72%
-17.0%
Q4 2022$15,781,002
+14.3%
63,620
+3.1%
4.48%
-0.3%
Q3 2022$13,810,622
+4.6%
61,737
+10.2%
4.50%
+4.7%
Q2 2022$13,197,949
-13.6%
56,042
-6.7%
4.29%
-5.8%
Q1 2022$15,283,468
+1.5%
60,081
+6.4%
4.56%
+0.7%
Q4 2021$15,050,664
+13.2%
56,492
+5.0%
4.53%
+3.8%
Q3 2021$13,293,545
+6.4%
53,785
+6.3%
4.36%
-2.7%
Q2 2021$12,498,397
+19.2%
50,574
+10.3%
4.48%
+2.4%
Q1 2021$10,484,860
+33.3%
45,835
+30.4%
4.38%
+3.7%
Q4 2020$7,863,31635,1464.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders