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 | $522 | -15.5% | 2,220 | -12.0% | 0.01% | -11.1% |
| Q2 2023 | $618 | -16.4% | 2,523 | -18.6% | 0.01% | -18.2% |
| Q1 2023 | $739 | -63.9% | 3,098 | -62.5% | 0.01% | -62.1% |
| Q4 2022 | $2,048 | -99.6% | 8,258 | +251.0% | 0.03% | +222.2% |
| Q3 2022 | $526,000 | +15.1% | 2,353 | +21.4% | 0.01% | +12.5% |
| Q2 2022 | $457,000 | -7.3% | 1,939 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $493,000 | -4.6% | 1,939 | 0.0% | 0.01% | -22.2% |
| Q4 2021 | $517,000 | 0.0% | 1,939 | -7.2% | 0.01% | -10.0% |
| Q3 2021 | $517,000 | +7.9% | 2,090 | +7.8% | 0.01% | 0.0% |
| Q2 2021 | $479,000 | +7.6% | 1,939 | -0.4% | 0.01% | +11.1% |
| Q1 2021 | $445,000 | +2.3% | 1,946 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $435,000 | +10.1% | 1,946 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $395,000 | +11.6% | 1,935 | +5.4% | 0.01% | 0.0% |
| Q2 2020 | $354,000 | -3.0% | 1,835 | -16.4% | 0.01% | -16.7% |
| Q1 2020 | $365,000 | -13.3% | 2,195 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $421,000 | +4.7% | 2,195 | -8.4% | 0.01% | -15.4% |
| Q3 2019 | $402,000 | +26.0% | 2,395 | +30.5% | 0.01% | +30.0% |
| Q2 2019 | $319,000 | – | 1,835 | – | 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% |