BARRETT & COMPANY, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 840 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$7,714
-1.7%
290.0%0.00%
-25.0%
Q1 2024$7,845
+7.9%
290.0%0.00%0.0%
Q4 2023$7,270
+6.6%
290.0%0.00%0.0%
Q3 2023$6,818
-4.0%
290.0%0.00%0.0%
Q2 2023$7,100
+2.7%
290.0%0.00%0.0%
Q1 2023$6,915
-3.9%
290.0%0.00%
-20.0%
Q4 2022$7,1940.0%290.0%0.01%0.0%
Q3 2022$7,194290.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
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%
View complete list of VANGUARD WORLD FDS shareholders