VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,053 | -3.1% | 936 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $227,110 | +1.9% | 936 | +0.1% | 0.06% | -7.7% |
| Q1 2023 | $222,965 | -3.8% | 935 | +0.1% | 0.06% | -12.2% |
| Q4 2022 | $231,718 | +9.8% | 934 | +0.1% | 0.07% | +2.8% |
| Q3 2022 | $211,000 | -4.1% | 933 | +0.1% | 0.07% | +2.9% |
| Q2 2022 | $220,000 | -7.2% | 932 | +0.1% | 0.07% | +7.7% |
| Q1 2022 | $237,000 | -4.4% | 931 | 0.0% | 0.06% | -4.4% |
| Q4 2021 | $248,000 | +7.8% | 931 | +0.2% | 0.07% | -1.4% |
| Q3 2021 | $230,000 | +6.0% | 929 | +5.7% | 0.07% | +16.9% |
| Q2 2021 | $217,000 | -2.3% | 879 | -9.6% | 0.06% | +28.3% |
| Q1 2021 | $222,000 | -7.5% | 972 | -9.3% | 0.05% | -14.8% |
| Q4 2020 | $240,000 | +9.6% | 1,072 | +0.1% | 0.05% | -3.6% |
| Q3 2020 | $219,000 | +6.3% | 1,071 | +0.1% | 0.06% | +14.3% |
| Q2 2020 | $206,000 | +0.5% | 1,070 | +0.1% | 0.05% | -5.8% |
| Q4 2019 | $205,000 | – | 1,069 | – | 0.05% | – |
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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% |