VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 867 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,987,359 | -2.4% | 11,231 | -0.8% | 1.98% | +2.4% |
| Q1 2024 | $3,062,373 | +7.7% | 11,320 | -0.2% | 1.94% | +0.5% |
| Q4 2023 | $2,844,131 | +6.2% | 11,345 | -0.4% | 1.93% | +1.8% |
| Q3 2023 | $2,677,444 | -33.2% | 11,389 | -72.9% | 1.90% | -29.6% |
| Q2 2023 | $4,007,971 | +0.2% | 41,993 | +0.6% | 2.69% | +3.1% |
| Q1 2023 | $3,999,241 | -21.6% | 41,724 | -10.2% | 2.61% | -32.8% |
| Q4 2022 | $5,102,519 | +11.6% | 46,448 | +6.6% | 3.89% | +19.1% |
| Q3 2022 | $4,572,000 | -0.4% | 43,589 | -0.7% | 3.26% | +7.3% |
| Q2 2022 | $4,592,000 | +11.1% | 43,877 | +3.2% | 3.04% | +34.1% |
| Q1 2022 | $4,135,000 | +8.6% | 42,511 | +1.9% | 2.27% | +2.7% |
| Q4 2021 | $3,807,000 | +9.2% | 41,714 | +195.7% | 2.21% | +3.8% |
| Q3 2021 | $3,487,000 | – | 14,109 | – | 2.13% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | – | 12 | – | 0.00% | – |
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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% |