VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 840 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $855,552 | +11.4% | 3,216 | +13.3% | 0.01% | 0.0% |
| Q1 2024 | $767,834 | +7.1% | 2,838 | -0.7% | 0.01% | 0.0% |
| Q4 2023 | $716,801 | +14.7% | 2,859 | +7.5% | 0.01% | 0.0% |
| Q3 2023 | $625,033 | -5.4% | 2,659 | -1.4% | 0.01% | -10.0% |
| Q2 2023 | $660,515 | +2.8% | 2,698 | +0.1% | 0.01% | -16.7% |
| Q1 2023 | $642,402 | +94.2% | 2,694 | +102.1% | 0.01% | +50.0% |
| Q4 2022 | $330,742 | +14.0% | 1,333 | +3.0% | 0.01% | -11.1% |
| Q3 2022 | $290,000 | -4.0% | 1,294 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $302,000 | -3.8% | 1,284 | +3.9% | 0.01% | -10.0% |
| Q1 2022 | $314,000 | -7.1% | 1,236 | -2.4% | 0.01% | -9.1% |
| Q4 2021 | $338,000 | +8.3% | 1,267 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $312,000 | -9.6% | 1,262 | -9.7% | 0.01% | -21.4% |
| Q2 2021 | $345,000 | – | 1,398 | – | 0.01% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |