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 | $1,111,773 | -15.2% | 4,712 | -11.7% | 0.42% | -14.2% |
| Q2 2023 | $1,310,509 | -18.3% | 5,336 | -20.7% | 0.49% | -15.4% |
| Q1 2023 | $1,603,735 | -23.4% | 6,725 | -20.3% | 0.58% | -20.8% |
| Q4 2022 | $2,093,293 | -99.9% | 8,439 | +0.5% | 0.74% | +4.0% |
| Q3 2022 | $1,883,787,000 | +90379.7% | 8,393 | -5.1% | 0.71% | -8.1% |
| Q2 2022 | $2,082,000 | +2.1% | 8,844 | +10.2% | 0.77% | +20.1% |
| Q1 2022 | $2,040,000 | -2.4% | 8,025 | +2.3% | 0.64% | 0.0% |
| Q4 2021 | $2,090,000 | +10.8% | 7,846 | +3.1% | 0.64% | +2.1% |
| Q3 2021 | $1,887,000 | – | 7,610 | – | 0.63% | – |
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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% |