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 | $239,567 | +2.3% | 1,019 | +6.5% | 0.11% | +1.8% |
| Q2 2023 | $234,293 | +2.1% | 957 | -0.5% | 0.11% | +0.9% |
| Q1 2023 | $229,399 | -2.7% | 962 | +1.3% | 0.11% | -1.8% |
| Q4 2022 | $235,648 | +13.8% | 950 | +2.5% | 0.11% | +0.9% |
| Q3 2022 | $207,000 | -5.0% | 927 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $218,000 | -7.6% | 927 | 0.0% | 0.11% | +2.7% |
| Q1 2022 | $236,000 | -7.1% | 927 | -2.6% | 0.11% | -8.3% |
| Q4 2021 | $254,000 | +7.2% | 952 | -0.5% | 0.12% | +0.8% |
| Q3 2021 | $237,000 | 0.0% | 957 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $237,000 | +3.9% | 957 | -4.0% | 0.12% | -7.0% |
| Q1 2021 | $228,000 | -13.3% | 997 | -27.1% | 0.13% | -27.5% |
| Q2 2020 | $263,000 | +6.5% | 1,368 | -8.1% | 0.18% | -5.8% |
| Q1 2020 | $247,000 | -13.3% | 1,489 | 0.0% | 0.19% | -25.3% |
| Q4 2019 | $285,000 | – | 1,489 | – | 0.25% | – |
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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% |