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 | $711 | -8.5% | 3,025 | -4.7% | 0.24% | -4.3% |
| Q2 2023 | $777 | +2.6% | 3,175 | 0.0% | 0.25% | -0.4% |
| Q1 2023 | $757 | -3.9% | 3,175 | 0.0% | 0.26% | +40.1% |
| Q4 2022 | $788 | -99.9% | 3,175 | 0.0% | 0.18% | +5.8% |
| Q3 2022 | $710,000 | -5.1% | 3,175 | 0.0% | 0.17% | +2.4% |
| Q2 2022 | $748,000 | -7.4% | 3,175 | 0.0% | 0.17% | +16.7% |
| Q1 2022 | $808,000 | -4.5% | 3,175 | 0.0% | 0.14% | +3.6% |
| Q4 2021 | $846,000 | +7.8% | 3,175 | 0.0% | 0.14% | +2.2% |
| Q3 2021 | $785,000 | 0.0% | 3,175 | 0.0% | 0.14% | +3.0% |
| Q2 2021 | $785,000 | +8.1% | 3,175 | 0.0% | 0.13% | +2.3% |
| Q1 2021 | $726,000 | +8.0% | 3,175 | +5.7% | 0.13% | +4.0% |
| Q4 2020 | $672,000 | +91.5% | 3,005 | +74.7% | 0.12% | +69.9% |
| Q3 2020 | $351,000 | -89.4% | 1,720 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $3,314,000 | +1058.7% | 1,720 | 0.0% | 0.07% | +10.6% |
| Q1 2020 | $286,000 | -13.3% | 1,720 | 0.0% | 0.07% | +29.4% |
| Q4 2019 | $330,000 | -42.7% | 1,720 | -50.0% | 0.05% | +4.1% |
| Q3 2019 | $576,000 | -3.7% | 3,440 | 0.0% | 0.05% | +6.5% |
| Q2 2019 | $598,000 | – | 3,440 | – | 0.05% | – |
Download | ||||||
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% |