VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $321,789 | +3.8% | 1,284 | -2.6% | 0.01% | -11.1% |
| Q3 2023 | $309,860 | -4.0% | 1,318 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $322,603 | -8.8% | 1,318 | -11.1% | 0.01% | 0.0% |
| Q1 2023 | $353,704 | +94221.1% | 1,483 | -1.9% | 0.01% | -9.1% |
| Q4 2022 | $375 | -99.9% | 1,511 | -6.7% | 0.01% | -8.3% |
| Q3 2022 | $362,000 | +63.1% | 1,620 | +71.8% | 0.01% | +71.4% |
| Q2 2022 | $222,000 | +9.9% | 943 | +18.9% | 0.01% | +16.7% |
| Q1 2022 | $202,000 | -2.9% | 793 | +1.8% | 0.01% | 0.0% |
| Q4 2021 | $208,000 | +1.0% | 779 | -6.4% | 0.01% | -14.3% |
| Q2 2021 | $206,000 | -12.3% | 832 | -20.8% | 0.01% | -30.0% |
| Q4 2020 | $235,000 | – | 1,050 | – | 0.01% | – |
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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% |