Haverford Trust Co - 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
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 Q1 2022
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders