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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $61,523 | -3.9% | 258 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $63,997 | +10.3% | 258 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $58,000 | -4.9% | 258 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $61,000 | -7.6% | 258 | 0.0% | 0.02% | +11.8% |
| Q1 2022 | $66,000 | -4.3% | 258 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $69,000 | +50.0% | 258 | +29.0% | 0.02% | +30.8% |
| Q1 2021 | $46,000 | +12.2% | 200 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $41,000 | -76.3% | 200 | -80.6% | 0.01% | -77.0% |
| Q3 2019 | $173,000 | -26.4% | 1,029 | -21.0% | 0.06% | -32.2% |
| Q3 2018 | $235,000 | +13.5% | 1,303 | 0.0% | 0.09% | +8.4% |
| Q2 2018 | $207,000 | +3.5% | 1,303 | 0.0% | 0.08% | -1.2% |
| Q1 2018 | $200,000 | -11.5% | 1,303 | -10.9% | 0.08% | -7.7% |
| Q4 2017 | $226,000 | – | 1,463 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |