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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,206 | +20.5% | 3,349 | +27.2% | 0.27% | +5.5% |
| Q1 2023 | $627,627 | -10.7% | 2,632 | -7.2% | 0.26% | -23.1% |
| Q4 2022 | $703,222 | +10.1% | 2,835 | -0.8% | 0.33% | -22.6% |
| Q3 2022 | $639,000 | -10.1% | 2,857 | -5.3% | 0.43% | -40.4% |
| Q2 2022 | $711,000 | -9.3% | 3,017 | -2.1% | 0.72% | +0.3% |
| Q1 2022 | $784,000 | -2.6% | 3,082 | +2.0% | 0.72% | +3.6% |
| Q4 2021 | $805,000 | +7.8% | 3,022 | 0.0% | 0.70% | +1.2% |
| Q3 2021 | $747,000 | -90.2% | 3,022 | -1.6% | 0.69% | +9.2% |
| Q2 2021 | $7,592,000 | +972.3% | 3,072 | -0.7% | 0.63% | +20.3% |
| Q1 2021 | $708,000 | -4.5% | 3,095 | -6.6% | 0.52% | -8.9% |
| Q4 2020 | $741,000 | +9.6% | 3,312 | 0.0% | 0.57% | -0.2% |
| Q3 2020 | $676,000 | +4.3% | 3,312 | -17.9% | 0.58% | 0.0% |
| Q2 2020 | $648,000 | +4.0% | 4,032 | +7.5% | 0.58% | -12.3% |
| Q1 2020 | $623,000 | -14.4% | 3,751 | -1.2% | 0.66% | +2.8% |
| Q4 2019 | $728,000 | +26.4% | 3,798 | +10.5% | 0.64% | +15.6% |
| Q3 2019 | $576,000 | +10.8% | 3,437 | +12.1% | 0.55% | +4.5% |
| Q2 2019 | $520,000 | +16.1% | 3,065 | +14.8% | 0.53% | +13.1% |
| Q1 2019 | $448,000 | -1.3% | 2,671 | 0.0% | 0.47% | -7.9% |
| Q4 2018 | $454,000 | – | 2,671 | – | 0.51% | – |
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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% |