VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,357 | +6.3% | 5,405 | 0.0% | 0.02% | -4.3% |
| Q3 2023 | $1,276 | -4.1% | 5,405 | -0.2% | 0.02% | 0.0% |
| Q2 2023 | $1,330 | +13.7% | 5,414 | +10.4% | 0.02% | 0.0% |
| Q1 2023 | $1,170 | -3.9% | 4,905 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $1,217 | -99.9% | 4,905 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $1,101,000 | +1429.2% | 4,905 | +1508.2% | 0.02% | +2300.0% |
| Q2 2022 | $72,000 | +9.1% | 305 | +17.3% | 0.00% | 0.0% |
| Q1 2022 | $66,000 | +3.1% | 260 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $64,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $64,000 | +8.5% | 260 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $59,000 | +1.7% | 260 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $58,000 | +13.7% | 260 | +4.0% | 0.00% | 0.0% |
| Q3 2020 | $51,000 | +6.2% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $48,000 | +14.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $42,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $42,000 | +68.0% | 250 | +16.3% | 0.00% | 0.0% |
| Q3 2014 | $25,000 | +4.2% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $24,000 | +4.3% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $23,000 | +4.5% | 215 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $22,000 | +10.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $20,000 | – | 215 | – | 0.00% | – |
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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% |