VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,132 | -5.7% | 4,814 | -1.8% | 0.04% | -5.0% |
Q2 2023 | $1,201 | +2.9% | 4,904 | +0.2% | 0.04% | -2.4% |
Q1 2023 | $1,167 | -17.6% | 4,892 | -14.3% | 0.04% | -19.6% |
Q4 2022 | $1,416 | -99.9% | 5,707 | 0.0% | 0.05% | -15.0% |
Q3 2022 | $1,277,000 | -5.0% | 5,707 | 0.0% | 0.06% | -11.8% |
Q2 2022 | $1,344,000 | -7.1% | 5,707 | +0.3% | 0.07% | +3.0% |
Q1 2022 | $1,447,000 | -5.7% | 5,690 | -1.2% | 0.07% | -4.3% |
Q4 2021 | $1,535,000 | +7.1% | 5,759 | -0.6% | 0.07% | -1.4% |
Q3 2021 | $1,433,000 | +0.1% | 5,796 | 0.0% | 0.07% | +9.4% |
Q2 2021 | $1,432,000 | -0.1% | 5,796 | -7.5% | 0.06% | -8.6% |
Q1 2021 | $1,433,000 | +2.3% | 6,263 | 0.0% | 0.07% | -7.9% |
Q4 2020 | $1,401,000 | +9.6% | 6,263 | 0.0% | 0.08% | -3.8% |
Q3 2020 | $1,278,000 | +4.8% | 6,263 | -1.1% | 0.08% | -8.1% |
Q2 2020 | $1,220,000 | +27.9% | 6,331 | +10.2% | 0.09% | +13.2% |
Q1 2020 | $954,000 | – | 5,746 | – | 0.08% | – |
Download |
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% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
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% |
ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |