VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,508,988 | -4.6% | 53,207 | -0.7% | 0.22% | -1.8% |
| Q2 2023 | $13,112,056 | +97518.0% | 53,558 | -4.9% | 0.22% | -18.8% |
| Q1 2023 | $13,432 | +211.1% | 56,327 | +223.6% | 0.28% | +136.8% |
| Q4 2022 | $4,318 | -99.9% | 17,408 | +14.4% | 0.12% | +7.3% |
| Q3 2022 | $3,403,000 | +18.6% | 15,213 | +24.8% | 0.11% | +22.5% |
| Q2 2022 | $2,870,000 | +615.7% | 12,186 | +672.7% | 0.09% | +641.7% |
| Q1 2022 | $401,000 | -3.4% | 1,577 | +1.2% | 0.01% | 0.0% |
| Q4 2021 | $415,000 | +11.9% | 1,559 | +3.8% | 0.01% | 0.0% |
| Q3 2021 | $371,000 | +18.5% | 1,502 | +18.7% | 0.01% | +9.1% |
| Q2 2021 | $313,000 | +44.9% | 1,265 | +12.1% | 0.01% | -38.9% |
| Q4 2019 | $216,000 | – | 1,128 | – | 0.02% | – |
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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% |