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 | $684,995 | -4.1% | 2,915 | 0.0% | 0.04% | -6.4% |
| Q2 2023 | $713,985 | +2.8% | 2,915 | 0.0% | 0.05% | -7.8% |
| Q1 2023 | $694,819 | -4.0% | 2,915 | 0.0% | 0.05% | -7.3% |
| Q4 2022 | $723,430 | -14.0% | 2,915 | -22.6% | 0.06% | -24.7% |
| Q3 2022 | $841,000 | +57.5% | 3,765 | +66.2% | 0.07% | +62.2% |
| Q2 2022 | $534,000 | -7.5% | 2,265 | 0.0% | 0.04% | +9.8% |
| Q1 2022 | $577,000 | -4.5% | 2,265 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $604,000 | +7.9% | 2,265 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $560,000 | +74.5% | 2,265 | +74.2% | 0.04% | +68.0% |
| Q2 2021 | $321,000 | +8.1% | 1,300 | 0.0% | 0.02% | -7.4% |
| Q1 2021 | $297,000 | +2.1% | 1,300 | 0.0% | 0.03% | -18.2% |
| Q4 2020 | $291,000 | +9.8% | 1,300 | 0.0% | 0.03% | -10.8% |
| Q3 2020 | $265,000 | +5.6% | 1,300 | 0.0% | 0.04% | -5.1% |
| Q2 2020 | $251,000 | – | 1,300 | – | 0.04% | – |
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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% |