VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,636 | +9.6% | 4,239 | +14.1% | 0.67% | +14.7% |
| Q2 2023 | $909,359 | +1.8% | 3,714 | -0.8% | 0.58% | -2.5% |
| Q1 2023 | $893,128 | -4.3% | 3,745 | -0.5% | 0.60% | -6.3% |
| Q4 2022 | $933,635 | +13.7% | 3,764 | +2.5% | 0.64% | +9.2% |
| Q3 2022 | $821,000 | -2.0% | 3,672 | +3.2% | 0.58% | +15.4% |
| Q2 2022 | $838,000 | -9.7% | 3,559 | -2.4% | 0.51% | +11.9% |
| Q1 2022 | $928,000 | -2.1% | 3,648 | +2.5% | 0.45% | +7.1% |
| Q4 2021 | $948,000 | +28.1% | 3,559 | +19.0% | 0.42% | +25.5% |
| Q3 2021 | $740,000 | -0.3% | 2,992 | -0.4% | 0.34% | +4.0% |
| Q2 2021 | $742,000 | +14.2% | 3,004 | +5.7% | 0.32% | +9.8% |
| Q1 2021 | $650,000 | +10.4% | 2,843 | +8.0% | 0.30% | -13.0% |
| Q4 2020 | $589,000 | +4.1% | 2,633 | -5.0% | 0.34% | -7.6% |
| Q3 2020 | $566,000 | +13.2% | 2,773 | +6.8% | 0.37% | +6.7% |
| Q2 2020 | $500,000 | +24.4% | 2,597 | +7.2% | 0.34% | +5.2% |
| Q1 2020 | $402,000 | -13.2% | 2,422 | +0.2% | 0.33% | +11.6% |
| Q4 2019 | $463,000 | +16.9% | 2,416 | +2.3% | 0.29% | +3.5% |
| Q3 2019 | $396,000 | +29.4% | 2,361 | +34.0% | 0.28% | +27.5% |
| Q2 2019 | $306,000 | – | 1,762 | – | 0.22% | – |
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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% |