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 | $312,448 | -9.2% | 1,329 | -5.5% | 0.00% | – |
| Q2 2023 | $344,266 | -92.0% | 1,406 | -91.9% | 0.00% | -100.0% |
| Q4 2022 | $4,279,607 | +616.9% | 17,253 | +547.1% | 0.00% | – |
| Q3 2022 | $597,000 | -88.5% | 2,666 | -87.9% | 0.00% | -100.0% |
| Q2 2022 | $5,195,000 | +95.4% | 22,060 | +111.1% | 0.00% | +300.0% |
| Q1 2022 | $2,658,000 | -77.3% | 10,448 | -76.3% | 0.00% | -80.0% |
| Q4 2021 | $11,723,000 | +620.5% | 44,003 | +568.6% | 0.01% | +400.0% |
| Q3 2021 | $1,627,000 | +12.8% | 6,581 | +12.7% | 0.00% | 0.0% |
| Q2 2021 | $1,442,000 | -25.4% | 5,837 | -32.5% | 0.00% | 0.0% |
| Q4 2020 | $1,934,000 | +315.9% | 8,646 | +208.7% | 0.00% | – |
| Q1 2020 | $465,000 | -71.6% | 2,801 | -67.2% | 0.00% | -100.0% |
| Q4 2019 | $1,638,000 | +61.5% | 8,543 | +41.3% | 0.00% | 0.0% |
| Q3 2019 | $1,014,000 | -93.1% | 6,047 | -93.4% | 0.00% | -88.9% |
| Q4 2018 | $14,704,000 | +678.8% | 91,558 | +647.5% | 0.01% | +800.0% |
| Q4 2017 | $1,888,000 | – | 12,249 | – | 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% |