VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,038,317 | +12.9% | 8,670 | +17.6% | 0.38% | +13.6% |
| Q2 2023 | $1,805,548 | +13.4% | 7,375 | +10.4% | 0.34% | +11.2% |
| Q1 2023 | $1,592,371 | +14.4% | 6,679 | +19.0% | 0.30% | +10.5% |
| Q4 2022 | $1,392,057 | +6227.5% | 5,612 | +5568.7% | 0.28% | +5400.0% |
| Q3 2022 | $22,000 | +83.3% | 99 | +86.8% | 0.01% | +66.7% |
| Q2 2022 | $12,000 | -52.0% | 53 | -47.0% | 0.00% | -40.0% |
| Q1 2022 | $25,000 | +25.0% | 100 | +35.1% | 0.01% | +25.0% |
| Q4 2021 | $20,000 | -55.6% | 74 | -59.8% | 0.00% | -55.6% |
| Q3 2021 | $45,000 | -4.3% | 184 | -3.7% | 0.01% | -10.0% |
| Q2 2021 | $47,000 | – | 191 | – | 0.01% | – |
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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% |