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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,995 | -68.8% | 63 | -67.5% | 0.00% | -71.4% |
| Q4 2022 | $48,092 | +153.1% | 194 | +128.2% | 0.01% | +133.3% |
| Q3 2022 | $19,000 | +58.3% | 85 | +63.5% | 0.00% | +50.0% |
| Q2 2022 | $12,000 | -7.7% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -7.1% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -61.8% | 52 | -74.0% | 0.00% | -86.7% |
| Q3 2019 | $34,000 | -2.9% | 200 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $35,000 | +2.9% | 200 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $34,000 | +6.2% | 200 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $32,000 | -81.2% | 200 | -84.6% | 0.02% | -83.0% |
| Q2 2016 | $170,000 | +5566.7% | 1,300 | +3962.5% | 0.09% | +4600.0% |
| Q1 2014 | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $3,000 | – | 32 | – | 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% |