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 | $317,977 | -3.9% | 1,353 | +0.1% | 0.05% | -5.4% |
| Q2 2023 | $330,988 | -0.5% | 1,352 | +0.8% | 0.06% | -15.2% |
| Q4 2022 | $332,755 | +9.1% | 1,341 | -1.8% | 0.07% | +6.5% |
| Q3 2022 | $305,000 | -5.3% | 1,365 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $322,000 | -7.2% | 1,365 | 0.0% | 0.06% | +8.5% |
| Q1 2022 | $347,000 | -7.7% | 1,365 | -3.3% | 0.06% | -4.8% |
| Q4 2021 | $376,000 | +10.9% | 1,411 | +3.0% | 0.06% | +1.6% |
| Q3 2021 | $339,000 | 0.0% | 1,370 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $339,000 | +8.3% | 1,370 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $313,000 | +2.3% | 1,370 | 0.0% | 0.06% | -4.7% |
| Q4 2020 | $306,000 | +9.7% | 1,370 | +0.1% | 0.06% | -5.9% |
| Q3 2020 | $279,000 | +35.4% | 1,369 | -0.6% | 0.07% | -40.4% |
| Q1 2018 | $206,000 | – | 1,377 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |