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 | $17,061,140 | +6.0% | 72,570 | +10.4% | 0.19% | +3.8% |
| Q2 2023 | $16,100,130 | +3.1% | 65,763 | +0.4% | 0.18% | -3.7% |
| Q1 2023 | $15,612,859 | -5.7% | 65,474 | -1.9% | 0.19% | -13.6% |
| Q4 2022 | $16,560,420 | +15.5% | 66,762 | +4.2% | 0.22% | +0.5% |
| Q3 2022 | $14,338,000 | -6.6% | 64,097 | -1.7% | 0.22% | -4.8% |
| Q2 2022 | $15,356,000 | -3.9% | 65,206 | +3.8% | 0.23% | +5.5% |
| Q1 2022 | $15,971,000 | +4.8% | 62,814 | +9.8% | 0.22% | -4.8% |
| Q4 2021 | $15,244,000 | +16.8% | 57,208 | +8.3% | 0.23% | +5.5% |
| Q3 2021 | $13,046,000 | -14.0% | 52,841 | -14.1% | 0.22% | -20.7% |
| Q2 2021 | $15,172,000 | +36.4% | 61,522 | +26.6% | 0.28% | +15.1% |
| Q1 2021 | $11,122,000 | +74.9% | 48,611 | +70.8% | 0.24% | +58.3% |
| Q4 2020 | $6,359,000 | -50.1% | 28,467 | -54.6% | 0.15% | -26.3% |
| Q3 2020 | $12,753,000 | +301.0% | 62,692 | +280.9% | 0.20% | +122.8% |
| Q2 2020 | $3,180,000 | +53.5% | 16,461 | +31.5% | 0.09% | +48.4% |
| Q1 2020 | $2,071,000 | +16.0% | 12,515 | +34.8% | 0.06% | +51.2% |
| Q4 2019 | $1,786,000 | +60.0% | 9,285 | +38.8% | 0.04% | -8.9% |
| Q3 2019 | $1,116,000 | +11.3% | 6,689 | +16.0% | 0.04% | +2.3% |
| Q2 2019 | $1,003,000 | +30.8% | 5,766 | +29.7% | 0.04% | +7.3% |
| Q1 2019 | $767,000 | +19.1% | 4,446 | +10.5% | 0.04% | -62.0% |
| Q4 2018 | $644,000 | – | 4,022 | – | 0.11% | – |
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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% |