VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,165 | -26.8% | 2,089 | -23.8% | 0.03% | -25.0% |
| Q2 2023 | $671,279 | -2.1% | 2,741 | -4.6% | 0.04% | -6.4% |
| Q1 2023 | $685,555 | +9.2% | 2,874 | +13.5% | 0.05% | 0.0% |
| Q4 2022 | $628,062 | +56.6% | 2,532 | +40.9% | 0.05% | +42.4% |
| Q3 2022 | $401,000 | -2.4% | 1,797 | +2.7% | 0.03% | -19.5% |
| Q2 2022 | $411,000 | +25.3% | 1,749 | +35.4% | 0.04% | +46.4% |
| Q1 2022 | $328,000 | -7.6% | 1,292 | -3.3% | 0.03% | -3.4% |
| Q4 2021 | $355,000 | +1009.4% | 1,336 | +904.5% | 0.03% | +866.7% |
| Q3 2021 | $32,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $32,000 | +6.7% | 133 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +3.4% | 133 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $29,000 | +7.4% | 133 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | +8.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $25,000 | +13.6% | 133 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -33.3% | 133 | -23.6% | 0.00% | -20.0% |
| Q4 2019 | $33,000 | +50.0% | 174 | +30.8% | 0.01% | +25.0% |
| Q3 2019 | $22,000 | -4.3% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 133 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $22,000 | +4.8% | 133 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -12.5% | 133 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $24,000 | +14.3% | 133 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | +5.0% | 133 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $20,000 | -4.8% | 133 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $21,000 | +5.0% | 133 | 0.0% | 0.01% | -28.6% |
| Q3 2017 | $20,000 | 0.0% | 133 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $20,000 | +11.1% | 133 | 0.0% | 0.01% | +33.3% |
| Q1 2017 | $18,000 | +5.9% | 133 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $17,000 | -5.6% | 133 | 0.0% | 0.01% | -14.3% |
| Q3 2016 | $18,000 | -45.5% | 133 | -50.0% | 0.01% | 0.0% |
| Q2 2016 | $33,000 | +106.2% | 266 | +100.0% | 0.01% | 0.0% |
| Q1 2016 | $16,000 | -11.1% | 133 | 0.0% | 0.01% | -30.0% |
| Q4 2015 | $18,000 | +12.5% | 133 | 0.0% | 0.01% | +11.1% |
| Q3 2015 | $16,000 | -15.8% | 133 | 0.0% | 0.01% | -40.0% |
| Q2 2015 | $19,000 | +5.6% | 133 | 0.0% | 0.02% | +7.1% |
| Q1 2015 | $18,000 | – | 133 | – | 0.01% | – |
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% |