Haverford Trust Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Haverford Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$391,677
-21.6%
1,666
-18.4%
0.01%
-16.7%
Q2 2023$499,678
+2.7%
2,0410.0%0.01%0.0%
Q1 2023$486,697
+119.2%
2,041
+144.4%
0.01%
+200.0%
Q4 2021$222,000
+7.8%
8350.0%0.00%0.0%
Q3 2021$206,000
-50.0%
835
-19.8%
0.00%0.0%
Q2 2021$412,0001,0410.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 108,364$26,780,00018.74%
Allied Investment Advisors, LLC 98,593$24,365,0009.18%
Morningstar Investment Management LLC 280,664$69,360,0007.86%
Capital Advantage, Inc. 103,430$25,561,0006.70%
Aprio Wealth Management, LLC 54,798$13,542,0006.40%
Curran Financial Partners, LLC 46,686$11,538,0006.34%
ASSET PLANNING CORPORATION 24,758$6,118,0005.96%
Adaptive Financial Consulting, LLC 35,501$8,773,0005.48%
Essex Private Wealth Management, LLC 22,255$5,500,0005.02%
Tatro Capital, LLC 28,055$6,933,0004.73%
View complete list of VANGUARD WORLD FDS shareholders