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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,888,068 | -16.1% | 7,098 | -14.6% | 0.06% | -15.7% |
| Q1 2024 | $2,249,644 | +4.7% | 8,316 | -3.0% | 0.07% | +2.9% |
| Q4 2023 | $2,149,000 | -3.8% | 8,572 | -9.7% | 0.07% | -5.6% |
| Q3 2023 | $2,232,980 | -7.9% | 9,498 | -4.1% | 0.07% | -6.5% |
| Q2 2023 | $2,425,432 | +2.0% | 9,907 | -0.7% | 0.08% | +2.7% |
| Q1 2023 | $2,378,877 | -5.8% | 9,976 | -2.0% | 0.08% | -21.9% |
| Q4 2022 | $2,525,645 | +10.4% | 10,182 | -0.5% | 0.10% | 0.0% |
| Q3 2022 | $2,288,000 | -1.6% | 10,230 | +3.6% | 0.10% | +47.7% |
| Q2 2022 | $2,326,000 | +11.6% | 9,876 | +20.5% | 0.06% | +6.6% |
| Q1 2022 | $2,085,000 | +1410.9% | 8,195 | +810.6% | 0.06% | +369.2% |
| Q1 2018 | $138,000 | – | 900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |