VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 840 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $564,984 | -21.9% | 2,124 | -20.5% | 0.02% | -26.1% |
Q1 2024 | $723,226 | +39.1% | 2,673 | +28.9% | 0.02% | +27.8% |
Q4 2023 | $519,764 | +30.5% | 2,073 | +22.4% | 0.02% | -10.0% |
Q3 2023 | $398,223 | -94.8% | 1,694 | -94.6% | 0.02% | -94.6% |
Q2 2023 | $7,642,279 | +1759.4% | 31,216 | +1710.7% | 0.37% | +1376.0% |
Q1 2023 | $411,001 | -0.1% | 1,724 | +4.0% | 0.02% | -13.8% |
Q4 2022 | $411,267 | -10.4% | 1,658 | -19.2% | 0.03% | -23.7% |
Q3 2022 | $459,000 | +8.0% | 2,051 | +13.8% | 0.04% | +8.6% |
Q2 2022 | $425,000 | -34.7% | 1,803 | -29.5% | 0.04% | -23.9% |
Q1 2022 | $651,000 | -12.0% | 2,559 | -7.8% | 0.05% | -16.4% |
Q4 2021 | $740,000 | +44.8% | 2,776 | +34.3% | 0.06% | -21.4% |
Q3 2021 | $511,000 | +98.8% | 2,067 | +98.6% | 0.07% | +52.2% |
Q2 2021 | $257,000 | -1.5% | 1,041 | -8.8% | 0.05% | -8.0% |
Q1 2021 | $261,000 | -89.4% | 1,141 | -89.6% | 0.05% | -92.5% |
Q4 2020 | $2,459,000 | +10591.3% | 10,992 | +9060.0% | 0.67% | +5023.1% |
Q2 2020 | $23,000 | – | 120 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |