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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |