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 | $80,009 | +1065.0% | 340,321 | +1113.1% | 11.96% | +973.1% |
| Q2 2023 | $6,868 | -85.5% | 28,053 | -85.9% | 1.12% | -84.2% |
| Q1 2023 | $47,480 | -20.2% | 199,110 | -17.0% | 7.08% | -54.4% |
| Q4 2022 | $59,487 | -99.9% | 239,817 | -9.9% | 15.52% | -9.8% |
| Q3 2022 | $59,513,000 | -5.0% | 266,039 | 0.0% | 17.21% | +43.3% |
| Q2 2022 | $62,652,000 | -26.8% | 266,039 | -20.9% | 12.01% | -23.9% |
| Q1 2022 | $85,541,000 | +26.5% | 336,272 | +32.5% | 15.78% | +53.9% |
| Q4 2021 | $67,619,000 | -2.5% | 253,807 | -9.6% | 10.25% | -12.6% |
| Q3 2021 | $69,369,000 | +0.0% | 280,664 | 0.0% | 11.73% | +49.4% |
| Q2 2021 | $69,360,000 | +10.8% | 280,664 | +2.6% | 7.86% | +25.1% |
| Q1 2021 | $62,586,000 | -10.7% | 273,598 | -12.6% | 6.28% | -20.2% |
| Q4 2020 | $70,061,000 | +53.4% | 313,149 | +39.8% | 7.87% | +38.5% |
| Q3 2020 | $45,681,000 | +23.6% | 223,928 | +16.7% | 5.69% | +11.4% |
| Q2 2020 | $36,969,000 | +2.1% | 191,895 | -12.0% | 5.10% | -23.2% |
| Q1 2020 | $36,212,000 | -3.2% | 218,024 | +11.7% | 6.64% | +1.8% |
| Q4 2019 | $37,427,000 | +13659.9% | 195,198 | +12404.7% | 6.53% | +7670.2% |
| Q2 2019 | $272,000 | -42.4% | 1,561 | -46.9% | 0.08% | -77.6% |
| Q4 2018 | $472,000 | – | 2,942 | – | 0.38% | – |
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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% |