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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,615 | -31.3% | 120 | -28.6% | 0.00% | -20.0% |
| Q4 2022 | $41,673 | +60.3% | 168 | +40.0% | 0.01% | +25.0% |
| Q3 2022 | $26,000 | -7.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -9.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | -3.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +6.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +11.1% | 120 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $27,000 | +200.0% | 120 | +200.0% | 0.01% | +150.0% |
| Q4 2020 | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | -74.2% | 40 | -75.9% | 0.00% | -75.0% |
| Q2 2020 | $31,000 | +14.8% | 166 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $27,000 | -15.6% | 166 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $32,000 | +14.3% | 166 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $28,000 | 0.0% | 166 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $28,000 | -3.4% | 166 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $29,000 | +7.4% | 166 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | +170.0% | 166 | +186.2% | 0.01% | +100.0% |
| Q3 2018 | $10,000 | -63.0% | 58 | -65.3% | 0.00% | -66.7% |
| Q2 2018 | $27,000 | +237.5% | 167 | +193.0% | 0.01% | +200.0% |
| Q1 2018 | $8,000 | – | 57 | – | 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% |