VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,920,756 | +24.1% | 29,437 | +29.2% | 2.76% | +29.2% |
| Q2 2023 | $5,577,115 | +4.9% | 22,780 | +2.1% | 2.13% | -2.2% |
| Q1 2023 | $5,318,485 | -2.5% | 22,303 | +1.5% | 2.18% | -8.5% |
| Q4 2022 | $5,453,241 | +6.3% | 21,984 | -4.2% | 2.38% | -4.9% |
| Q3 2022 | $5,132,000 | -4.8% | 22,942 | +0.3% | 2.51% | -0.2% |
| Q2 2022 | $5,388,000 | -40.6% | 22,880 | -35.9% | 2.51% | -28.2% |
| Q1 2022 | $9,075,000 | +0.1% | 35,676 | +4.9% | 3.50% | -0.8% |
| Q4 2021 | $9,064,000 | +13.2% | 34,022 | +5.0% | 3.53% | +4.5% |
| Q3 2021 | $8,009,000 | +0.2% | 32,407 | +0.2% | 3.38% | +0.2% |
| Q2 2021 | $7,992,000 | +13.2% | 32,342 | +4.8% | 3.37% | -0.8% |
| Q1 2021 | $7,060,000 | +6.1% | 30,867 | +3.8% | 3.40% | +0.1% |
| Q4 2020 | $6,653,000 | +6.2% | 29,738 | -3.2% | 3.39% | -5.2% |
| Q3 2020 | $6,264,000 | +8.8% | 30,708 | +2.8% | 3.58% | -1.1% |
| Q2 2020 | $5,756,000 | +15.2% | 29,883 | -0.7% | 3.62% | +1.9% |
| Q1 2020 | $4,998,000 | -14.4% | 30,092 | -1.2% | 3.55% | +10.1% |
| Q4 2019 | $5,842,000 | +22.7% | 30,468 | +7.3% | 3.23% | +10.3% |
| Q3 2019 | $4,762,000 | -1.2% | 28,401 | +2.5% | 2.92% | -2.3% |
| Q2 2019 | $4,818,000 | +5.5% | 27,699 | +4.6% | 2.99% | +0.7% |
| Q1 2019 | $4,565,000 | +12.1% | 26,471 | +4.4% | 2.97% | -5.0% |
| Q4 2018 | $4,073,000 | -5.6% | 25,358 | +6.0% | 3.13% | +5.9% |
| Q3 2018 | $4,315,000 | +14.7% | 23,919 | +1.6% | 2.96% | +1.1% |
| Q2 2018 | $3,761,000 | +4.9% | 23,540 | +0.8% | 2.92% | +2.2% |
| Q1 2018 | $3,584,000 | +7.8% | 23,344 | +8.3% | 2.86% | +1.9% |
| Q4 2017 | $3,324,000 | – | 21,562 | – | 2.81% | – |
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% |