FIRST WILSHIRE SECURITIES MANAGEMENT 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
FIRST WILSHIRE SECURITIES MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$717
-4.0%
3,0500.0%0.24%
-4.3%
Q2 2023$747
+2.8%
3,0500.0%0.26%
+3.2%
Q1 2023$727
-4.0%
3,0500.0%0.25%
-6.4%
Q4 2022$757
-99.9%
3,0500.0%0.26%
-4.0%
Q3 2022$682,000
-5.0%
3,0500.0%0.28%
+3.0%
Q2 2022$718,000
-7.5%
3,0500.0%0.27%
-1.8%
Q1 2022$776,000
-4.6%
3,0500.0%0.27%
+7.9%
Q4 2021$813,000
+7.8%
3,0500.0%0.25%
+1.2%
Q3 2021$754,0000.0%3,0500.0%0.25%
-5.3%
Q2 2021$754,000
+8.0%
3,0500.0%0.26%
+1.1%
Q1 2021$698,000
+2.3%
3,0500.0%0.26%
-5.1%
Q4 2020$682,000
+9.6%
3,0500.0%0.28%
-7.4%
Q3 2020$622,000
+5.8%
3,0500.0%0.30%
+9.2%
Q2 2020$588,000
+16.0%
3,0500.0%0.27%
-4.6%
Q1 2020$507,000
-13.3%
3,0500.0%0.28%
+29.5%
Q4 2019$585,000
+66.7%
3,050
+45.8%
0.22%
+65.4%
Q3 2019$351,000
-3.6%
2,0920.0%0.13%
-8.3%
Q2 2019$364,000
+0.8%
2,0920.0%0.14%
+17.9%
Q1 2019$361,000
+7.4%
2,0920.0%0.12%
-2.4%
Q4 2018$336,000
-10.9%
2,0920.0%0.13%
+13.5%
Q3 2018$377,000
+8.0%
2,092
-4.6%
0.11%
+6.7%
Q2 2018$349,000
+3.6%
2,1920.0%0.10%
+11.8%
Q1 2018$337,000
-0.3%
2,1920.0%0.09%0.0%
Q4 2017$338,000
-9.4%
2,192
-10.5%
0.09%
-12.3%
Q3 2017$373,000
+15.1%
2,450
+11.4%
0.11%
+14.0%
Q2 2017$324,000
+6.9%
2,2000.0%0.09%
+5.7%
Q1 2017$303,000
+8.6%
2,2000.0%0.09%
+10.0%
Q4 2016$279,000
-19.4%
2,200
-15.4%
0.08%
-23.1%
Q3 2016$346,000
+2.1%
2,6000.0%0.10%
-4.6%
Q2 2016$339,000
+5.6%
2,6000.0%0.11%
+2.8%
Q1 2016$321,000
-7.0%
2,6000.0%0.11%
+9.3%
Q4 2015$345,000
-5.5%
2,600
-12.6%
0.10%
+1.0%
Q3 2015$365,000
-20.3%
2,975
-9.2%
0.10%
-6.8%
Q2 2015$458,000
+3.2%
3,2750.0%0.10%
+13.2%
Q1 2015$444,000
+40.1%
3,275
+29.7%
0.09%
+62.5%
Q4 2014$317,0002,5250.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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