VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 934 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,878,110 | +1.4% | 10,871 | +3.6% | 0.44% | -3.1% |
Q1 2024 | $2,838,166 | +11.5% | 10,492 | +3.3% | 0.45% | +4.9% |
Q4 2023 | $2,545,608 | +24.9% | 10,154 | +17.1% | 0.43% | +12.2% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |