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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,034,257 | -10.2% | 12,906 | -6.5% | 0.03% | -10.3% |
| Q2 2023 | $3,380,119 | -3.0% | 13,807 | -5.5% | 0.03% | -17.1% |
| Q1 2023 | $3,485,261 | -4.6% | 14,616 | -0.8% | 0.04% | -12.5% |
| Q4 2022 | $3,653,608 | +12.0% | 14,729 | +1.0% | 0.04% | -2.4% |
| Q3 2022 | $3,263,000 | -6.8% | 14,587 | -1.9% | 0.04% | -14.6% |
| Q2 2022 | $3,502,000 | -6.5% | 14,872 | +1.1% | 0.05% | 0.0% |
| Q1 2022 | $3,744,000 | +45.9% | 14,717 | +52.7% | 0.05% | +33.3% |
| Q4 2021 | $2,567,000 | +4.2% | 9,637 | -3.3% | 0.04% | -12.2% |
| Q3 2021 | $2,464,000 | +1411.7% | 9,968 | +1412.6% | 0.04% | +1266.7% |
| Q2 2021 | $163,000 | +7.9% | 659 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $151,000 | +788.2% | 659 | +790.5% | 0.00% | – |
| Q4 2020 | $17,000 | -84.0% | 74 | -85.8% | 0.00% | -100.0% |
| Q3 2020 | $106,000 | +657.1% | 521 | +604.1% | 0.00% | – |
| Q2 2020 | $14,000 | +16.7% | 74 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | -14.3% | 74 | 0.0% | 0.00% | – |
| Q4 2019 | $14,000 | +40.0% | 74 | +19.4% | 0.00% | – |
| Q3 2019 | $10,000 | -33.3% | 62 | -28.7% | 0.00% | -100.0% |
| Q2 2019 | $15,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +50.0% | 87 | +40.3% | 0.00% | – |
| Q4 2018 | $10,000 | -9.1% | 62 | 0.0% | 0.00% | – |
| Q3 2018 | $11,000 | +10.0% | 62 | 0.0% | 0.00% | – |
| Q2 2018 | $10,000 | 0.0% | 62 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $10,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | -78.0% | 62 | -77.9% | 0.00% | -75.0% |
| Q2 2017 | $41,000 | +5.1% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $39,000 | – | 280 | – | 0.00% | – |
Download | ||||||
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% |