VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896,494 | -14.6% | 3,813 | -11.1% | 0.12% | -12.8% |
| Q2 2023 | $1,050,327 | -57.2% | 4,290 | -58.3% | 0.13% | -59.9% |
| Q1 2023 | $2,453,563 | -4.9% | 10,289 | -1.0% | 0.33% | -10.3% |
| Q4 2022 | $2,579,265 | +529.1% | 10,398 | +467.9% | 0.37% | +496.8% |
| Q3 2022 | $410,000 | +12.6% | 1,831 | +18.6% | 0.06% | +34.8% |
| Q2 2022 | $364,000 | -39.9% | 1,544 | -35.2% | 0.05% | -34.3% |
| Q1 2022 | $606,000 | +168.1% | 2,382 | +180.2% | 0.07% | +180.0% |
| Q4 2021 | $226,000 | +7.6% | 850 | +0.1% | 0.02% | 0.0% |
| Q3 2021 | $210,000 | +677.8% | 849 | +437.3% | 0.02% | +400.0% |
| Q1 2019 | $27,000 | +3.8% | 158 | -4.2% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | -13.3% | 165 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $30,000 | +15.4% | 165 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $26,000 | +4.0% | 165 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $25,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $25,000 | – | 165 | – | 0.01% | – |
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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% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| 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% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |