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 | $4,853 | -52.8% | 20,643 | -50.8% | 0.05% | -50.0% |
| Q2 2023 | $10,271 | +482.6% | 41,955 | +467.2% | 0.10% | +336.4% |
| Q1 2023 | $1,763 | +1.5% | 7,397 | +5.6% | 0.02% | -12.0% |
| Q4 2022 | $1,737 | -100.0% | 7,005 | -67.4% | 0.02% | -24.2% |
| Q4 2021 | $5,729,000 | +102.7% | 21,507 | +88.0% | 0.03% | +94.1% |
| Q3 2021 | $2,827,000 | -58.5% | 11,438 | -58.5% | 0.02% | -72.6% |
| Q2 2021 | $6,810,000 | +243.4% | 27,557 | +217.8% | 0.06% | +210.0% |
| Q1 2021 | $1,983,000 | +415.1% | 8,672 | +245.8% | 0.02% | -89.1% |
| Q1 2018 | $385,000 | – | 2,508 | – | 0.18% | – |
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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% |