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 | $1,756,667 | -5.6% | 7,472 | -1.7% | 0.18% | -7.6% |
| Q2 2023 | $1,861,611 | +2.6% | 7,604 | -0.1% | 0.20% | -8.3% |
| Q1 2023 | $1,814,204 | -3.9% | 7,608 | -0.1% | 0.22% | -9.6% |
| Q4 2022 | $1,888,653 | +152.8% | 7,614 | +128.1% | 0.24% | +113.4% |
| Q3 2022 | $747,000 | -4.4% | 3,338 | +0.7% | 0.11% | -7.4% |
| Q2 2022 | $781,000 | +8.8% | 3,315 | +17.5% | 0.12% | +16.3% |
| Q1 2022 | $718,000 | -3.5% | 2,821 | +1.0% | 0.10% | -1.0% |
| Q4 2021 | $744,000 | +8.6% | 2,794 | +0.8% | 0.10% | -1.9% |
| Q3 2021 | $685,000 | +0.1% | 2,772 | +0.2% | 0.11% | 0.0% |
| Q2 2021 | $684,000 | +8.1% | 2,767 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $633,000 | +1.4% | 2,767 | -0.7% | 0.11% | -7.8% |
| Q4 2020 | $624,000 | +11.2% | 2,787 | +1.3% | 0.12% | -0.9% |
| Q3 2020 | $561,000 | +6.9% | 2,750 | +1.0% | 0.12% | +3.5% |
| Q2 2020 | $525,000 | +17.7% | 2,723 | +1.5% | 0.11% | -1.7% |
| Q1 2020 | $446,000 | – | 2,683 | – | 0.12% | – |
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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% |