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 | $911,339 | +199.1% | 3,876 | +211.6% | 0.04% | +200.0% |
| Q2 2023 | $304,677 | -3.2% | 1,244 | -5.8% | 0.01% | -6.7% |
| Q1 2023 | $314,885 | +44.0% | 1,320 | +49.7% | 0.02% | +25.0% |
| Q4 2022 | $218,731 | +9.4% | 882 | +3.6% | 0.01% | -7.7% |
| Q2 2022 | $200,000 | -1.0% | 851 | +7.2% | 0.01% | +30.0% |
| Q1 2022 | $202,000 | +24.7% | 794 | +12.1% | 0.01% | +42.9% |
| Q1 2021 | $162,000 | +2.5% | 708 | +0.1% | 0.01% | -12.5% |
| Q4 2020 | $158,000 | +9.7% | 707 | +0.3% | 0.01% | -38.5% |
| Q3 2020 | $144,000 | +6.7% | 705 | +0.3% | 0.01% | +8.3% |
| Q2 2020 | $135,000 | -10.0% | 703 | -17.3% | 0.01% | -25.0% |
| Q1 2020 | $150,000 | +54.6% | 850 | +68.7% | 0.02% | +77.8% |
| Q4 2019 | $97,000 | +3133.3% | 504 | +2552.6% | 0.01% | – |
| Q2 2019 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -95.2% | 19 | -95.0% | 0.00% | -100.0% |
| Q4 2018 | $62,000 | -37.4% | 383 | -35.5% | 0.01% | -30.8% |
| Q3 2018 | $99,000 | -2.0% | 594 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $101,000 | -25.7% | 594 | -32.8% | 0.01% | -36.4% |
| Q1 2018 | $136,000 | +14.3% | 884 | +14.7% | 0.02% | +10.0% |
| Q4 2017 | $119,000 | +67.6% | 771 | +66.5% | 0.02% | +25.0% |
| Q3 2017 | $71,000 | – | 463 | – | 0.02% | – |
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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% |