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 | $1,467,259 | -7.0% | 6,241 | -3.1% | 0.13% | -1.5% |
| Q2 2023 | $1,576,886 | -9.9% | 6,441 | -12.3% | 0.13% | -18.2% |
| Q1 2023 | $1,750,535 | -8.0% | 7,341 | -4.3% | 0.16% | -14.1% |
| Q4 2022 | $1,902,792 | +28.7% | 7,671 | +16.0% | 0.18% | +20.1% |
| Q3 2022 | $1,479,000 | -5.5% | 6,613 | -0.5% | 0.15% | -3.1% |
| Q2 2022 | $1,565,000 | -7.0% | 6,649 | +0.5% | 0.16% | +8.2% |
| Q1 2022 | $1,682,000 | -5.7% | 6,613 | -1.2% | 0.15% | -2.0% |
| Q4 2021 | $1,784,000 | +4.3% | 6,695 | -3.3% | 0.15% | -5.1% |
| Q3 2021 | $1,710,000 | 0.0% | 6,920 | 0.0% | 0.16% | -3.1% |
| Q2 2021 | $1,710,000 | +2.1% | 6,920 | -5.5% | 0.16% | -2.4% |
| Q1 2021 | $1,675,000 | – | 7,320 | – | 0.17% | – |
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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% |