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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,494 | -14.3% | 2,303 | -6.1% | 0.20% | -16.5% |
| Q1 2023 | $602,554 | -87.9% | 2,452 | -92.5% | 0.24% | -89.0% |
| Q4 2022 | $4,999,130 | +866.9% | 32,685 | +1313.1% | 2.15% | +774.0% |
| Q3 2022 | $517,000 | -2.8% | 2,313 | +2.3% | 0.25% | -21.4% |
| Q2 2022 | $532,000 | -13.4% | 2,260 | -6.3% | 0.31% | +15.1% |
| Q1 2022 | $614,000 | +18.3% | 2,412 | +23.8% | 0.27% | +12.9% |
| Q4 2021 | $519,000 | +10.4% | 1,948 | +2.6% | 0.24% | +2.6% |
| Q3 2021 | $470,000 | +1282.4% | 1,899 | +849.5% | 0.24% | +634.4% |
| Q1 2019 | $34,000 | +6.2% | 200 | 0.0% | 0.03% | -20.0% |
| Q4 2018 | $32,000 | – | 200 | – | 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% |