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 | $3,203,663 | +49.7% | 13,627 | +55.9% | 0.18% | +58.6% |
| Q2 2023 | $2,140,460 | +175.4% | 8,743 | +169.0% | 0.11% | +170.7% |
| Q1 2023 | $777,202 | +41.8% | 3,250 | +47.1% | 0.04% | +24.2% |
| Q4 2022 | $548,190 | -55.2% | 2,210 | -59.6% | 0.03% | -61.2% |
| Q3 2022 | $1,224,000 | -35.6% | 5,470 | -32.2% | 0.08% | -40.6% |
| Q2 2022 | $1,901,000 | +3.0% | 8,070 | +11.2% | 0.14% | -3.4% |
| Q1 2022 | $1,846,000 | +184500.0% | 7,255 | +120816.7% | 0.15% | – |
| Q3 2021 | $1,000 | 0.0% | 6 | +20.0% | 0.00% | – |
| Q2 2021 | $1,000 | -96.0% | 5 | -95.4% | 0.00% | -100.0% |
| Q1 2021 | $25,000 | – | 109 | – | 0.00% | – |
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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% |