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 | $508,418 | -3.6% | 2,163 | +0.4% | 0.03% | 0.0% |
| Q2 2023 | $527,515 | -49.6% | 2,155 | -50.9% | 0.03% | -5.6% |
| Q1 2023 | $1,045,746 | +92.9% | 4,386 | +100.6% | 0.04% | -5.3% |
| Q4 2022 | $542,183 | +11.8% | 2,186 | +0.7% | 0.04% | -5.0% |
| Q3 2022 | $485,000 | -11.8% | 2,170 | +0.3% | 0.04% | +5.3% |
| Q1 2022 | $550,000 | +81.5% | 2,163 | +37.6% | 0.04% | +18.8% |
| Q2 2020 | $303,000 | -85.8% | 1,572 | -87.8% | 0.03% | -87.3% |
| Q1 2020 | $2,140,000 | -17.1% | 12,887 | -4.2% | 0.25% | +1.6% |
| Q4 2019 | $2,580,000 | -40.1% | 13,454 | -47.5% | 0.25% | -43.0% |
| Q3 2019 | $4,310,000 | -0.7% | 25,610 | +2.6% | 0.44% | -4.2% |
| Q2 2019 | $4,342,000 | -0.5% | 24,964 | -1.4% | 0.45% | -2.8% |
| Q1 2019 | $4,366,000 | +7.6% | 25,312 | +0.1% | 0.47% | -0.8% |
| Q4 2018 | $4,059,000 | – | 25,277 | – | 0.47% | – |
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% |