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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $474,197 | -4.0% | 2,017 | 0.0% | 0.03% | -21.4% |
Q2 2023 | $493,802 | +2.7% | 2,017 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $480,974 | -2.9% | 2,017 | +1.1% | 0.04% | 0.0% |
Q4 2022 | $495,108 | +13.3% | 1,996 | +2.2% | 0.04% | -4.5% |
Q3 2022 | $437,000 | -5.0% | 1,953 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $460,000 | -4.2% | 1,953 | +3.6% | 0.04% | +7.3% |
Q1 2022 | $480,000 | -4.4% | 1,886 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $502,000 | +5.5% | 1,886 | -2.1% | 0.04% | -2.4% |
Q3 2021 | $476,000 | +0.6% | 1,926 | +0.6% | 0.04% | +7.7% |
Q2 2021 | $473,000 | +4.9% | 1,914 | -2.8% | 0.04% | -2.5% |
Q1 2021 | $451,000 | +2.3% | 1,970 | 0.0% | 0.04% | -2.4% |
Q4 2020 | $441,000 | +14.8% | 1,970 | +4.6% | 0.04% | +13.9% |
Q3 2020 | $384,000 | +5.8% | 1,884 | 0.0% | 0.04% | +2.9% |
Q2 2020 | $363,000 | +16.0% | 1,884 | 0.0% | 0.04% | -2.8% |
Q1 2020 | $313,000 | -10.6% | 1,884 | +3.3% | 0.04% | +20.0% |
Q4 2019 | $350,000 | +15.9% | 1,824 | +1.3% | 0.03% | +7.1% |
Q3 2019 | $302,000 | +2.7% | 1,801 | +5.6% | 0.03% | 0.0% |
Q1 2019 | $294,000 | +9.7% | 1,705 | +2.1% | 0.03% | -17.6% |
Q4 2018 | $268,000 | -11.0% | 1,670 | 0.0% | 0.03% | 0.0% |
Q3 2018 | $301,000 | +13.2% | 1,670 | 0.0% | 0.03% | +9.7% |
Q2 2018 | $266,000 | +3.9% | 1,670 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $256,000 | +0.8% | 1,670 | +1.3% | 0.03% | +6.9% |
Q4 2017 | $254,000 | +1.2% | 1,649 | 0.0% | 0.03% | -3.3% |
Q3 2017 | $251,000 | +3.3% | 1,649 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $243,000 | +8.0% | 1,649 | +1.0% | 0.03% | +7.1% |
Q1 2017 | $225,000 | +3.2% | 1,632 | -4.9% | 0.03% | 0.0% |
Q4 2016 | $218,000 | +1.4% | 1,716 | +11.9% | 0.03% | -15.2% |
Q2 2015 | $215,000 | +7.0% | 1,533 | +3.5% | 0.03% | +10.0% |
Q1 2015 | $201,000 | – | 1,481 | – | 0.03% | – |
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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% |