VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,841,882 | +5.4% | 297,073 | +9.8% | 0.13% | +8.5% |
| Q2 2023 | $66,233,355 | +11.1% | 270,539 | +8.2% | 0.12% | +3.5% |
| Q1 2023 | $59,609,228 | +1.9% | 249,976 | +6.0% | 0.11% | -4.2% |
| Q4 2022 | $58,511,507 | +15.6% | 235,821 | +4.2% | 0.12% | +4.4% |
| Q3 2022 | $50,619,000 | -12.1% | 226,211 | -7.4% | 0.11% | -9.6% |
| Q2 2022 | $57,571,000 | +46.9% | 244,390 | +58.6% | 0.12% | +68.9% |
| Q1 2022 | $39,203,000 | -29.6% | 154,109 | -26.2% | 0.07% | -28.8% |
| Q4 2021 | $55,700,000 | -3.8% | 208,884 | -10.8% | 0.10% | -11.1% |
| Q3 2021 | $57,906,000 | +4.7% | 234,126 | +4.7% | 0.12% | +3.5% |
| Q2 2021 | $55,302,000 | -2.8% | 223,617 | -10.1% | 0.11% | -11.7% |
| Q1 2021 | $56,910,000 | +30.1% | 248,687 | +27.2% | 0.13% | +17.4% |
| Q4 2020 | $43,737,000 | +7.9% | 195,489 | -1.6% | 0.11% | -6.0% |
| Q3 2020 | $40,543,000 | +4.1% | 198,741 | -1.7% | 0.12% | -6.5% |
| Q2 2020 | $38,964,000 | +35.1% | 202,249 | +16.5% | 0.12% | -1.6% |
| Q1 2020 | $28,845,000 | -7.6% | 173,670 | +6.7% | 0.13% | +26.0% |
| Q4 2019 | $31,220,000 | +10.6% | 162,827 | -3.3% | 0.10% | -2.0% |
| Q3 2019 | $28,236,000 | +0.3% | 168,385 | +4.1% | 0.10% | -5.6% |
| Q2 2019 | $28,141,000 | -12.7% | 161,780 | -13.4% | 0.11% | -19.4% |
| Q1 2019 | $32,233,000 | +45.6% | 186,882 | +52.3% | 0.13% | +34.0% |
| Q3 2018 | $22,138,000 | +38.5% | 122,707 | +22.2% | 0.10% | +23.5% |
| Q2 2018 | $15,982,000 | +12.6% | 100,423 | +8.6% | 0.08% | -1.2% |
| Q1 2018 | $14,196,000 | -0.3% | 92,456 | +0.1% | 0.08% | -7.9% |
| Q4 2017 | $14,234,000 | +6.3% | 92,349 | +5.0% | 0.09% | +3.5% |
| Q3 2017 | $13,393,000 | +17.8% | 87,933 | +13.9% | 0.09% | +8.9% |
| Q2 2017 | $11,374,000 | +41.8% | 77,174 | +32.6% | 0.08% | +29.5% |
| Q1 2017 | $8,022,000 | +15.8% | 58,199 | +6.5% | 0.06% | +5.2% |
| Q4 2016 | $6,927,000 | -6.6% | 54,632 | -2.1% | 0.06% | -12.1% |
| Q3 2016 | $7,416,000 | +7.5% | 55,789 | +5.6% | 0.07% | -1.5% |
| Q2 2016 | $6,898,000 | +16.6% | 52,843 | +10.2% | 0.07% | -1.5% |
| Q1 2016 | $5,916,000 | -55.4% | 47,947 | -52.0% | 0.07% | -56.1% |
| Q4 2015 | $13,264,000 | +96.3% | 99,804 | +81.1% | 0.16% | +37.2% |
| Q3 2015 | $6,757,000 | +24.1% | 55,105 | +37.2% | 0.11% | -57.5% |
| Q1 2015 | $5,445,000 | +5.9% | 40,173 | -1.8% | 0.27% | 0.0% |
| Q4 2014 | $5,140,000 | +47.1% | 40,917 | +37.0% | 0.27% | +40.7% |
| Q3 2014 | $3,494,000 | +6.0% | 29,864 | +1.1% | 0.19% | -3.6% |
| Q2 2014 | $3,296,000 | +4.8% | 29,528 | +0.4% | 0.20% | +5.9% |
| Q1 2014 | $3,145,000 | +121.3% | 29,415 | +109.3% | 0.18% | +112.6% |
| Q4 2013 | $1,421,000 | +5.1% | 14,053 | -3.2% | 0.09% | -3.3% |
| Q3 2013 | $1,352,000 | – | 14,514 | – | 0.09% | – |
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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% |