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 | $972,350 | +19.0% | 4,136 | +23.9% | 0.08% | 0.0% |
| Q2 2023 | $817,157 | +1.4% | 3,338 | -1.2% | 0.08% | +47.1% |
| Q1 2023 | $805,944 | -3.3% | 3,380 | +0.6% | 0.05% | -38.6% |
| Q4 2022 | $833,698 | -42.9% | 3,361 | +4.2% | 0.08% | +45.6% |
| Q3 2022 | $1,461,000 | +188.2% | 3,225 | +49.7% | 0.06% | -18.6% |
| Q2 2022 | $507,000 | -4.7% | 2,154 | +3.1% | 0.07% | +22.8% |
| Q1 2022 | $532,000 | +2.1% | 2,090 | +6.9% | 0.06% | +5.6% |
| Q4 2021 | $521,000 | +65.4% | 1,956 | +60.6% | 0.05% | +35.0% |
| Q3 2021 | $315,000 | +16.7% | 1,218 | +11.4% | 0.04% | +5.3% |
| Q2 2021 | $270,000 | – | 1,093 | – | 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% |