VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $268,249 | -5.2% | 1,141 | -1.3% | 0.04% | -5.4% |
Q2 2023 | $283,012 | +1.7% | 1,156 | -0.9% | 0.04% | -7.5% |
Q1 2023 | $278,283 | -3.8% | 1,167 | +0.1% | 0.04% | -14.9% |
Q4 2022 | $289,226 | +11.7% | 1,166 | +0.7% | 0.05% | -6.0% |
Q3 2022 | $259,000 | -2.6% | 1,158 | +2.7% | 0.05% | 0.0% |
Q2 2022 | $266,000 | -6.7% | 1,128 | +0.8% | 0.05% | +8.7% |
Q1 2022 | $285,000 | -4.4% | 1,119 | +0.2% | 0.05% | 0.0% |
Q4 2021 | $298,000 | +10.8% | 1,117 | +2.5% | 0.05% | 0.0% |
Q3 2021 | $269,000 | +9.8% | 1,090 | +9.8% | 0.05% | +7.0% |
Q2 2021 | $245,000 | – | 993 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |