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 | $576,817 | +11.9% | 2,453 | +16.5% | 0.05% | +11.6% |
Q2 2023 | $515,401 | +13.6% | 2,105 | +10.6% | 0.04% | 0.0% |
Q1 2023 | $453,729 | -6.7% | 1,903 | -2.9% | 0.04% | -14.0% |
Q4 2022 | $486,077 | +30.7% | 1,960 | +17.9% | 0.05% | +16.3% |
Q3 2022 | $372,000 | -4.9% | 1,663 | +0.2% | 0.04% | -2.3% |
Q2 2022 | $391,000 | -3.9% | 1,659 | +3.8% | 0.04% | +12.8% |
Q1 2022 | $407,000 | -8.5% | 1,598 | -4.3% | 0.04% | -7.1% |
Q4 2021 | $445,000 | +24.0% | 1,669 | +14.8% | 0.04% | +7.7% |
Q3 2021 | $359,000 | 0.0% | 1,454 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $359,000 | +12.2% | 1,454 | +3.9% | 0.04% | +8.3% |
Q1 2021 | $320,000 | -8.6% | 1,399 | -10.5% | 0.04% | -16.3% |
Q4 2020 | $350,000 | +18.6% | 1,563 | +7.9% | 0.04% | +7.5% |
Q3 2020 | $295,000 | -10.1% | 1,449 | -15.0% | 0.04% | -16.7% |
Q2 2020 | $328,000 | +18.0% | 1,704 | +1.7% | 0.05% | -14.3% |
Q1 2020 | $278,000 | -22.3% | 1,675 | -10.3% | 0.06% | -11.1% |
Q4 2019 | $358,000 | +23.0% | 1,868 | +7.6% | 0.06% | +10.5% |
Q3 2019 | $291,000 | -11.0% | 1,736 | -7.8% | 0.06% | -16.2% |
Q2 2019 | $327,000 | -12.1% | 1,882 | -12.9% | 0.07% | -10.5% |
Q1 2019 | $372,000 | +11.0% | 2,160 | +3.3% | 0.08% | -6.2% |
Q4 2018 | $335,000 | +74.5% | 2,091 | +96.5% | 0.08% | +125.0% |
Q3 2018 | $192,000 | +102.1% | 1,064 | +78.2% | 0.04% | +89.5% |
Q2 2018 | $95,000 | – | 597 | – | 0.02% | – |
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% |