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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,415,909 | -4.4% | 6,022 | -0.4% | 0.11% | -0.9% |
Q2 2023 | $1,480,808 | +4.9% | 6,048 | +2.2% | 0.11% | -0.9% |
Q1 2023 | $1,411,207 | -5.1% | 5,918 | -1.3% | 0.11% | -8.1% |
Q4 2022 | $1,487,804 | +8.4% | 5,998 | -2.3% | 0.12% | +0.8% |
Q3 2022 | $1,373,000 | -1.4% | 6,138 | +3.8% | 0.12% | -1.6% |
Q2 2022 | $1,393,000 | -6.4% | 5,913 | +1.0% | 0.12% | +11.6% |
Q1 2022 | $1,489,000 | -3.7% | 5,855 | +0.9% | 0.11% | +0.9% |
Q4 2021 | $1,547,000 | +22.7% | 5,805 | +13.8% | 0.11% | +12.1% |
Q3 2021 | $1,261,000 | -0.2% | 5,103 | -0.2% | 0.10% | +2.1% |
Q2 2021 | $1,264,000 | +8.0% | 5,114 | 0.0% | 0.10% | +1.0% |
Q1 2021 | $1,170,000 | +2.6% | 5,114 | +0.4% | 0.10% | -2.0% |
Q4 2020 | $1,140,000 | +14.5% | 5,094 | +4.3% | 0.10% | +1.0% |
Q3 2020 | $996,000 | +7.3% | 4,884 | +1.3% | 0.10% | -2.0% |
Q2 2020 | $928,000 | +18.5% | 4,819 | +2.2% | 0.10% | -2.0% |
Q1 2020 | $783,000 | -14.6% | 4,714 | -1.4% | 0.10% | +9.8% |
Q4 2019 | $917,000 | +14.3% | 4,781 | 0.0% | 0.09% | +5.7% |
Q3 2019 | $802,000 | -4.5% | 4,781 | -1.0% | 0.09% | -5.4% |
Q2 2019 | $840,000 | +4.7% | 4,831 | +3.9% | 0.09% | +4.5% |
Q1 2019 | $802,000 | +13.9% | 4,651 | +6.1% | 0.09% | +1.1% |
Q4 2018 | $704,000 | -3.3% | 4,385 | +8.7% | 0.09% | +13.0% |
Q3 2018 | $728,000 | +14.8% | 4,035 | +1.3% | 0.08% | +6.9% |
Q2 2018 | $634,000 | +9.7% | 3,985 | +5.8% | 0.07% | +7.5% |
Q1 2018 | $578,000 | +0.5% | 3,765 | +0.9% | 0.07% | +4.7% |
Q4 2017 | $575,000 | +29.5% | 3,730 | +28.0% | 0.06% | +23.1% |
Q3 2017 | $444,000 | +8.0% | 2,915 | +4.5% | 0.05% | +4.0% |
Q2 2017 | $411,000 | +10.5% | 2,790 | +3.3% | 0.05% | +6.4% |
Q1 2017 | $372,000 | +42.5% | 2,700 | +31.4% | 0.05% | +34.3% |
Q4 2016 | $261,000 | +0.8% | 2,055 | +5.4% | 0.04% | 0.0% |
Q3 2016 | $259,000 | +4.4% | 1,950 | +2.6% | 0.04% | +2.9% |
Q2 2016 | $248,000 | +18.7% | 1,900 | +12.1% | 0.03% | +17.2% |
Q1 2016 | $209,000 | -7.1% | 1,695 | 0.0% | 0.03% | -9.4% |
Q4 2015 | $225,000 | -49.6% | 1,695 | -53.4% | 0.03% | -50.8% |
Q3 2015 | $446,000 | -9.9% | 3,640 | +3.0% | 0.06% | -1.5% |
Q2 2015 | $495,000 | +7.4% | 3,535 | +3.8% | 0.07% | +1.5% |
Q1 2015 | $461,000 | +20.1% | 3,405 | +11.5% | 0.06% | +27.5% |
Q4 2014 | $384,000 | +38.1% | 3,055 | +28.6% | 0.05% | +34.2% |
Q3 2014 | $278,000 | +4.9% | 2,375 | 0.0% | 0.04% | +5.6% |
Q2 2014 | $265,000 | -47.8% | 2,375 | -50.0% | 0.04% | -50.0% |
Q1 2014 | $508,000 | +9.2% | 4,750 | +3.3% | 0.07% | +2.9% |
Q4 2013 | $465,000 | +8.6% | 4,600 | 0.0% | 0.07% | 0.0% |
Q3 2013 | $428,000 | – | 4,600 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |