VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277 | -99.9% | 1,177 | +8.8% | 0.15% | +7.3% |
| Q3 2021 | $270,000 | +11.6% | 1,082 | +10.6% | 0.14% | +8.7% |
| Q2 2021 | $242,000 | +490.2% | 978 | +226.0% | 0.13% | +293.8% |
| Q1 2017 | $41,000 | +310.0% | 300 | +300.0% | 0.03% | +300.0% |
| Q2 2016 | $10,000 | +11.1% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $9,000 | -10.0% | 75 | 0.0% | 0.01% | -11.1% |
| Q4 2015 | $10,000 | +11.1% | 75 | 0.0% | 0.01% | +12.5% |
| Q3 2015 | $9,000 | -10.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 75 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $10,000 | +11.1% | 75 | 0.0% | 0.01% | +12.5% |
| Q4 2014 | $9,000 | – | 75 | – | 0.01% | – |
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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% |