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 | $2,220,529 | -11.7% | 9,445 | -5.9% | 0.15% | -6.2% |
| Q2 2023 | $2,515,986 | +2.2% | 10,033 | -2.8% | 0.16% | -8.6% |
| Q1 2023 | $2,462,215 | -19.9% | 10,325 | -16.7% | 0.18% | -19.7% |
| Q4 2022 | $3,073,713 | +13.6% | 12,392 | +2.5% | 0.22% | -9.9% |
| Q3 2022 | $2,705,000 | -4.5% | 12,090 | +0.5% | 0.24% | -2.0% |
| Q2 2022 | $2,833,000 | +13.4% | 12,031 | +22.5% | 0.25% | +38.0% |
| Q1 2022 | $2,498,000 | -7.3% | 9,819 | -2.9% | 0.18% | -11.4% |
| Q4 2021 | $2,695,000 | +1.4% | 10,115 | -6.0% | 0.20% | 0.0% |
| Q3 2021 | $2,658,000 | +8.5% | 10,756 | +10.4% | 0.20% | +12.2% |
| Q2 2021 | $2,450,000 | -3.6% | 9,741 | -12.3% | 0.18% | -7.2% |
| Q1 2021 | $2,541,000 | +4.9% | 11,109 | +2.6% | 0.19% | -2.0% |
| Q4 2020 | $2,422,000 | +10.3% | 10,827 | +0.6% | 0.20% | -5.7% |
| Q3 2020 | $2,195,000 | +40.7% | 10,762 | +41.2% | 0.21% | +36.4% |
| Q2 2020 | $1,560,000 | -3.3% | 7,624 | -9.2% | 0.15% | -14.0% |
| Q1 2020 | $1,614,000 | +161300.0% | 8,398 | +209850.0% | 0.18% | – |
| Q3 2018 | $1,000 | – | 4 | – | 0.00% | – |
Download | ||||||
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% |