VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 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 2023 | $220 | -89.3% | 900 | -89.5% | 0.00% | -100.0% |
| Q1 2023 | $2,051 | -99.2% | 8,600 | +616.7% | 0.00% | – |
| Q3 2022 | $268,000 | -77.9% | 1,200 | -77.4% | 0.00% | -100.0% |
| Q1 2021 | $1,212,000 | +21.0% | 5,300 | +1.9% | 0.00% | +100.0% |
| Q2 2020 | $1,002,000 | +24.5% | 5,200 | +23.8% | 0.00% | 0.0% |
| Q4 2019 | $805,000 | +101.2% | 4,200 | +82.6% | 0.00% | – |
| Q2 2019 | $400,000 | -70.7% | 2,300 | -70.9% | 0.00% | -100.0% |
| Q1 2019 | $1,363,000 | +422.2% | 7,900 | +364.7% | 0.00% | – |
| Q2 2018 | $261,000 | 0.0% | 1,700 | 0.0% | 0.00% | – |
| Q1 2018 | $261,000 | – | 1,700 | – | 0.00% | – |
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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% |