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 | $425,296 | +23.2% | 1,809 | +28.3% | 0.01% | +20.0% |
| Q2 2023 | $345,196 | +2.3% | 1,410 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $337,421 | -6.4% | 1,415 | -2.6% | 0.01% | -16.7% |
| Q4 2022 | $360,417 | +57.4% | 1,453 | +42.2% | 0.01% | +50.0% |
| Q3 2022 | $229,000 | +12.3% | 1,022 | +17.9% | 0.00% | 0.0% |
| Q2 2022 | $204,000 | -4.2% | 867 | +3.3% | 0.00% | 0.0% |
| Q1 2022 | $213,000 | -4.9% | 839 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $224,000 | +8.2% | 839 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $207,000 | 0.0% | 839 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $207,000 | +7.8% | 839 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $192,000 | +2.1% | 839 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $188,000 | +9.9% | 839 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $171,000 | +5.6% | 839 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $162,000 | – | 839 | – | 0.01% | – |
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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% |