VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 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 | 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% |