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 | $751,010 | +18.4% | 3,194 | +23.3% | 0.06% | +25.0% |
| Q2 2023 | $634,448 | +2.7% | 2,591 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $617,966 | +180.9% | 2,591 | +163.8% | 0.05% | +119.0% |
| Q3 2022 | $220,000 | -12.0% | 982 | -7.4% | 0.02% | -8.7% |
| Q2 2022 | $250,000 | +0.4% | 1,060 | +8.1% | 0.02% | +21.1% |
| Q1 2022 | $249,000 | -43.9% | 981 | -41.2% | 0.02% | -42.4% |
| Q4 2021 | $444,000 | -18.7% | 1,668 | -24.5% | 0.03% | -23.3% |
| Q3 2021 | $546,000 | +16.7% | 2,208 | +17.5% | 0.04% | +13.2% |
| Q2 2021 | $468,000 | +10.1% | 1,879 | +1.1% | 0.04% | -2.6% |
| Q1 2021 | $425,000 | +5.2% | 1,858 | +3.0% | 0.04% | -7.1% |
| Q4 2020 | $404,000 | +18.8% | 1,804 | +8.2% | 0.04% | -6.7% |
| Q3 2020 | $340,000 | +42.3% | 1,667 | +33.7% | 0.04% | +15.4% |
| Q4 2019 | $239,000 | – | 1,247 | – | 0.04% | – |
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% |