VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $285,950 | -23.9% | 1,168 | -25.9% | 0.06% | -27.6% |
| Q1 2023 | $375,813 | -3.9% | 1,576 | 0.0% | 0.09% | -8.4% |
| Q4 2022 | $390,927 | +10.7% | 1,576 | 0.0% | 0.10% | +4.4% |
| Q3 2022 | $353,000 | -4.9% | 1,576 | 0.0% | 0.09% | -9.0% |
| Q2 2022 | $371,000 | +5.7% | 1,576 | +14.2% | 0.10% | +3.1% |
| Q1 2022 | $351,000 | +11.4% | 1,380 | +16.6% | 0.10% | +18.3% |
| Q4 2021 | $315,000 | +7.5% | 1,184 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $293,000 | 0.0% | 1,184 | 0.0% | 0.08% | +3.8% |
| Q2 2021 | $293,000 | +8.1% | 1,184 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $271,000 | +168.3% | 1,184 | +126.8% | 0.08% | +107.3% |
| Q2 2020 | $101,000 | – | 522 | – | 0.04% | – |
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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% |