VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,212,440 | +1.4% | 5,157 | +5.6% | 0.54% | +4.9% |
| Q2 2023 | $1,195,705 | +4.6% | 4,884 | +1.9% | 0.51% | +0.4% |
| Q1 2023 | $1,143,420 | +102357.0% | 4,795 | +6.6% | 0.51% | -2.8% |
| Q4 2022 | $1,116 | -99.9% | 4,500 | +0.0% | 0.53% | +3.5% |
| Q3 2022 | $1,006,000 | -9.5% | 4,499 | -4.7% | 0.51% | -4.5% |
| Q2 2022 | $1,111,000 | -14.6% | 4,719 | -7.7% | 0.53% | -0.4% |
| Q1 2022 | $1,301,000 | -12.0% | 5,115 | -7.8% | 0.54% | -7.1% |
| Q4 2021 | $1,479,000 | +31.2% | 5,550 | +21.8% | 0.58% | +13.2% |
| Q3 2021 | $1,127,000 | +32.6% | 4,558 | +32.5% | 0.51% | +33.6% |
| Q2 2021 | $850,000 | +17.1% | 3,441 | +8.4% | 0.38% | +7.3% |
| Q1 2021 | $726,000 | +11.3% | 3,175 | +9.0% | 0.36% | +4.1% |
| Q4 2020 | $652,000 | +10.5% | 2,914 | +0.8% | 0.34% | -3.4% |
| Q3 2020 | $590,000 | +4.6% | 2,891 | -1.3% | 0.35% | -3.6% |
| Q2 2020 | $564,000 | -8.9% | 2,930 | -21.4% | 0.37% | -23.9% |
| Q1 2020 | $619,000 | -0.3% | 3,729 | +15.2% | 0.48% | +19.7% |
| Q4 2019 | $621,000 | +16.3% | 3,237 | +1.7% | 0.40% | +9.2% |
| Q3 2019 | $534,000 | -3.6% | 3,182 | 0.0% | 0.37% | -3.7% |
| Q2 2019 | $554,000 | +11.5% | 3,182 | +10.4% | 0.38% | +12.0% |
| Q1 2019 | $497,000 | +8.5% | 2,881 | +1.1% | 0.34% | -3.7% |
| Q4 2018 | $458,000 | -10.9% | 2,849 | +0.0% | 0.35% | +6.9% |
| Q3 2018 | $514,000 | +37.1% | 2,848 | +20.7% | 0.33% | +24.4% |
| Q2 2018 | $375,000 | +0.5% | 2,359 | -3.0% | 0.27% | -1.8% |
| Q1 2018 | $373,000 | +3.9% | 2,432 | +4.5% | 0.27% | +0.4% |
| Q4 2017 | $359,000 | +1.4% | 2,328 | +0.0% | 0.27% | -6.9% |
| Q3 2017 | $354,000 | +7.9% | 2,327 | +4.5% | 0.29% | +5.1% |
| Q2 2017 | $328,000 | +6.8% | 2,226 | 0.0% | 0.28% | +6.6% |
| Q1 2017 | $307,000 | – | 2,226 | – | 0.26% | – |
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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% |