VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522,885 | -1.7% | 2,224 | +2.4% | 0.30% | +4.5% |
| Q2 2023 | $531,713 | -3.6% | 2,172 | -6.1% | 0.29% | -14.6% |
| Q1 2023 | $551,761 | -3.9% | 2,314 | -0.1% | 0.34% | -18.0% |
| Q4 2022 | $574,394 | +48.4% | 2,316 | +33.9% | 0.41% | +22.4% |
| Q3 2022 | $387,000 | +87.0% | 1,730 | +97.3% | 0.34% | +98.2% |
| Q2 2022 | $207,000 | -92.3% | 877 | -94.8% | 0.17% | -90.7% |
| Q4 2018 | $2,703,000 | -55.9% | 16,830 | -50.5% | 1.82% | -43.9% |
| Q3 2018 | $6,129,000 | +118.7% | 33,970 | +84.6% | 3.24% | +145.7% |
| Q3 2017 | $2,803,000 | +230.9% | 18,405 | +199.5% | 1.32% | +151.5% |
| Q1 2017 | $847,000 | – | 6,145 | – | 0.52% | – |
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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% |