VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $279,945 | +13.4% | 1,099 | +3.6% | 0.14% | +3.7% |
| Q3 2023 | $246,957 | -4.8% | 1,061 | -1.6% | 0.14% | +5.4% |
| Q2 2023 | $259,382 | -4.3% | 1,078 | -1.9% | 0.13% | -9.8% |
| Q4 2022 | $270,919 | +18.8% | 1,099 | +7.9% | 0.14% | +45.9% |
| Q3 2022 | $228,000 | -5.0% | 1,019 | 0.0% | 0.10% | +15.3% |
| Q2 2022 | $240,000 | -12.7% | 1,019 | -5.8% | 0.08% | -15.0% |
| Q1 2022 | $275,000 | -9.8% | 1,082 | -5.5% | 0.10% | -19.4% |
| Q4 2021 | $305,000 | +7.0% | 1,145 | -0.8% | 0.12% | -17.9% |
| Q3 2021 | $285,000 | +19.2% | 1,154 | +19.1% | 0.15% | -20.5% |
| Q2 2021 | $239,000 | -1.6% | 969 | -8.7% | 0.19% | -14.0% |
| Q1 2021 | $243,000 | +6.6% | 1,061 | +4.2% | 0.22% | +50.3% |
| Q4 2020 | $228,000 | +10.1% | 1,018 | +0.4% | 0.15% | -9.3% |
| Q3 2020 | $207,000 | +4.5% | 1,014 | -1.2% | 0.16% | -1.2% |
| Q2 2020 | $198,000 | +17.2% | 1,026 | +0.4% | 0.16% | -38.1% |
| Q1 2020 | $169,000 | -19.1% | 1,022 | -6.4% | 0.26% | +4.7% |
| Q4 2019 | $209,000 | -1.4% | 1,092 | -13.9% | 0.25% | -13.4% |
| Q3 2019 | $212,000 | -46.9% | 1,269 | -44.6% | 0.29% | -54.8% |
| Q2 2019 | $399,000 | – | 2,292 | – | 0.65% | – |
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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% |