VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,641,155 | +0.4% | 58,023 | +4.5% | 0.20% | +1.5% |
| Q2 2023 | $13,589,983 | +21.3% | 55,510 | +18.1% | 0.20% | +13.6% |
| Q1 2023 | $11,203,859 | +4.0% | 46,984 | +8.2% | 0.18% | -2.8% |
| Q4 2022 | $10,776,017 | +178.1% | 43,443 | +150.8% | 0.18% | +147.9% |
| Q3 2022 | $3,875,000 | +314.9% | 17,321 | +336.5% | 0.07% | +305.6% |
| Q2 2022 | $934,000 | -19.9% | 3,968 | -13.4% | 0.02% | -10.0% |
| Q1 2022 | $1,166,000 | -73.6% | 4,584 | -72.4% | 0.02% | -71.8% |
| Q4 2021 | $4,425,000 | +989.9% | 16,608 | +910.8% | 0.07% | +787.5% |
| Q3 2021 | $406,000 | +1.2% | 1,643 | +1.2% | 0.01% | 0.0% |
| Q2 2021 | $401,000 | +8.1% | 1,623 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $371,000 | +2.2% | 1,623 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $363,000 | +72.9% | 1,623 | +34.7% | 0.01% | 0.0% |
| Q2 2019 | $210,000 | – | 1,205 | – | 0.01% | – |
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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% |