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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $466,000 | +8.1% | 1,749 | +0.2% | 0.05% | -2.0% |
| Q3 2021 | $431,000 | +2.4% | 1,745 | +2.3% | 0.05% | +2.1% |
| Q2 2021 | $421,000 | +26.8% | 1,705 | +17.4% | 0.05% | +20.0% |
| Q1 2021 | $332,000 | +8.9% | 1,452 | +6.5% | 0.04% | -4.8% |
| Q4 2020 | $305,000 | +9.7% | 1,363 | +0.1% | 0.04% | -6.7% |
| Q3 2020 | $278,000 | -26.5% | 1,362 | -30.7% | 0.04% | -30.8% |
| Q2 2020 | $378,000 | +32.6% | 1,966 | +14.6% | 0.06% | +8.3% |
| Q1 2020 | $285,000 | +33.8% | 1,716 | +54.6% | 0.06% | +76.5% |
| Q4 2019 | $213,000 | – | 1,110 | – | 0.03% | – |
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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% |